Exiting your business

Selling a business is often one of the most significant events of an entrepreneur’s life. It may be the culmination of decades of hard work and sacrifice, and is likely to fundamentally change your personal financial position. Preparing properly for a business sale will vastly improve your chances of achieving a fair value and a smooth sale process. Timing the sale is key and the best approach can depend on a variety of factors, including your personal long-term ambitions.

The sale process itself can take many months, at a time when the continued prosperity of the business is crucial. There is a great deal to consider at all stages of the transaction process to preserve and enhance value, as well as to protect the company's long-term prospects. 

Of course, the business opportunity case is of paramount importance but so are the structure and mechanics of the proposed deal.  


What to consider when selling your business

 We advise our clients on each stage of the business sale process

Thinking ahead

Structuring the sale

Realising your investment


How we work with you

Direct access
Our qualified team of professionals is at your service. When you speak to your adviser, you know they’re on top of the issues that affect you. 

A tailored solution
We offer a personal service. We provide regular reviews and recommendations tailored to your needs. 

You will have your own personal adviser and they will handle all your requirements, drawing on the expertise of our specialist professionals as and when required.

Unique holistic financial plan
We consider your investments, tax and financial planning when helping you decide what to do with the lump sum you receive from the sale of your business.

We take care of setting up and administering your plan.

The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.


Investment management

Bespoke investment management

Selling your business is likely to change your personal financial position in a fundamental way. Preparing well in advance can have huge benefits for both you and the buyer.  

Tax planning

Tax planning

When managing your taxes during and after the sale of your business, there are a number of important factors to consider.

Cash flow forecasting

Bespoke financial planning 

It’s essential to review your financial plan before making any big decisions when exiting your business. 

Investment management, tax and financial planning

We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.

Nick Travis profile image }
Nick Travis

Partner, Head of Entrepreneurs, London

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