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In the owner-managed business sector, succession planning is often overlooked until a business owner is already looking to retire.

Succession planning can take many forms, whether passing a business to the next generation, selling to an existing management team, or selling to the employees via an Employee Ownership Trust.

Regardless of the desired form of succession, proper planning must be undertaken early to ensure the exit is structured in a tax-effective way without any unexpected distractions.

We can help you design and implement a tailored exit strategy to make sure this is not only tax-effective but also in the best interest of the company.

By working with our experienced team, you can be confident that your client will receive proactive advice and guidance
throughout the process of passing on their business.