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Business Succession Planning

Are you looking forward to retirement, or are you worried about who will take over the business you have nurtured and cared for all these years?
As you start to think about exit planning, it is important to have a strategy in place that defines your eventual goals and enables you to get the best out of your business. It is also critical that the business is structured in a way that supports your aims and is as tax efficient as possible.
Exit planning is all about timing. There are several actions you can take to maximise the value of your business, facilitate a smooth transition and ensure its on-going success, whether you are cashing in or planning your succession.

Did you know…?
…it takes on average more than three years to prepare a business for sale, or to reach a position where your day-to-day involvement can be substantially reduced. If you are expecting your business to fund your retirement, it is something to bear in mind.
We can guide you in developing clear objectives in the run up to your exit, building on your businesses strengths and overcoming any weaknesses. From the outset, it is essential to focus on key performance indicators and unique selling points. We help you to do this by probing how your business works so you can develop opportunities and minimise threats.

We can also consider the tax implications of transferring your shares and ensure the transaction is structured in as tax-efficient way as possible.