Business exit planning

Early preparation makes your business exit smoother

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Step back, plan and make your business sale work for you.

If you run a family business or private enterprise, there will come a point when you need to think about what happens when you’re no longer at the helm. For many, that future takes the form of a sale.

You’ve invested years, perhaps decades, building your business from the ground up, so selling it isn’t an easy decision to make. Coupled with the uncertainty of what you’ll do once you leave the business and how best to manage the wealth you’ve created, it’s easy to see why many owners delay making a decision.

Bringing us into the conversation at the earliest stage can make a huge difference in the outcome. It gives you the space to step back, explore what a successful outcome looks like for you, and plan with intent. From structuring the sale tax-efficiently to aligning the proceeds with your longer-term goals, early involvement ensures that when the time comes, you’re ready to sell.

Ultimately, we want to see you enjoying your hard-earned wealth and shaping a post-exit life on your own terms.

 

A longstanding, valuable relationship

“The first time I met my Chartered Financial Planner I knew I was in safe hands. His considered care of my investments suits me so well,  just what I had asked for, his knowledge of financial planning second to none and I have no hesitation in recommending Francis Clark. Financial Planning.” Gillian Macdonald
“All the team I interface with are very professional people who get things done and communicate with me very quickly.” Client Survey Response

All-round expertise; one joined-up approach

It’s unlikely that your financial plans are happening in isolation. You might be selling a business, buying property overseas, thinking about inheritance tax, or something else altogether.

Working closely with our colleagues at PKF Francis Clark, we have all-round expertise close at hand. So you can tap into specialist support, without the back-and-forth between several firms. For instance, we can call upon:

Secure your business goals

The future of your business and the well-being of your employees remain a top priority. Before considering a sale, it is important to have everything in order, including the right business protection and insurance.

Having the right safeguards in place ensures that if a key person is injured, falls ill, or something worse happens, your business stays on track and your goals remain achievable.

Understanding the true cost to your business can be tricky – and that’s where an experienced adviser can help you get the right cover without overpaying.

Solutions made for you

Every business is unique, so we take the time to understand your business, what you stand for, your employees, and your values.

We provide objective guidance, help navigate difficult or sensitive conversations, and create a plan tailored to the specific needs of you, your business, and your family.

Whether you plan to exit completely or partially, and whoever you pass the business on to, this is a major milestone. Careful exit planning gives you the best chance to shape your business to fit your chosen path and achieve the outcome you want.

Talk to us

Ultimately, a great relationship with your financial planner has something intangible you can only judge in a conversation. Please feel free to get in touch, and see how we fit.

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