Succession Planning

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.

Get In Touch

Please get in touch if you want to talk more about how we can help you.
We offer an initial consultation free of charge which gives us the chance to meet and discuss your needs, with no obligation.

Specialist Tax Advisers in Solihull

Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH

0121 693 5000

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Jerroms Miller is a trading style of The Jerroms Miller Tax Partnership Ltd (13890400), Jerroms Specialist Tax Services Ltd (13890378) and TMP Tax Ltd (13940341) which are all registered in England and Wales. Registered Office: Lumaneri House, Blythe Gate, Blythe Valley Park, Solihull, B90 8AH.  A list of directors is open for inspection at the registered office.