Business Succession & Exit Planning

Your business is likely to be your most significant asset and main source of income so your financial planning needs to take the future of the business into account.

As business owners ourselves, we understand the lifetime commitment and personal sacrifices you have made to build your business and how important it is to protect that legacy and those who rely on it for their financial security.

We will spend time getting to know your business and your role within it. We will help you decide whether an exit or succession strategy is appropriate for you and your family. Helping you build a strong financial base outside of the business to provide greater freedom when planning ahead.

If an exit is on the cards, we will use our powerful lifetime cash flow modelling tools ( AIMS) to help you assess what a deal needs to deliver for it to work for you financially. Helping you prepare for the psychological and emotional challenges that inevitably come with a decision to sell.

We’re in it for the long run and have a vested interest in your success so we sit on your side of the table helping you navigate the journey working closely with your other professional advisers so that everyone is focussed on achieving your goals.

See how we’ve helped other business owners plan their journey and control their future.

Meet our clients

Phil & Geraldine

Phil & Geraldine

on navigating a business exit
Howard & Chas

Howard & Chas

on the value of planning
Steve & Chris

Steve & Chris

on taking time out
Read more stories