2023 | Logros Advisory Partners

Considerations for Selling Your Business in 2024: Insights from a Successful Investor

Having weathered the events of the past few years, business owners are still facing a multitude of challenges, from inflationary pressure and skills shortages to increased governance requirements. Recent research* found that more than half of entrepreneurs surveyed would consider selling their business in the next 12 months. Getting “Deal Ready”: Preparation for Business Sale …

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Exiting Your Business in The Next 10 Years? When Should You Use Fractional Finance Experts?

It’s easy to get caught up in the excitement of starting and running a successful business, but one critical aspect is often overlooked: exit planning. Of course, every owner dreams of achieving a prosperous exit, but many get too busy to sort out the finances. This short article will examine why you should address your …

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5 key reasons to have a wealth manager pre and during a business exit transaction

We have conducted research with the ICAEW’s Corporate Finance Faculty, the Law Society’s Research Unit and dealt with hundreds of entrepreneurs through their exit. The consistent findings are that personal wealth decisions should be made well before completion for maximum benefit. Much of the opportunities are lost once you’ve exited. Here are our 5 most …

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Understanding Business Succession Planning and Inheritance Tax

Addressing your business’s succession plan and personal Inheritance Tax (IHT) liability is pivotal when managing wealth in a corporate context. The first step to ensure your corporate wealth is managed effectively happens when a business is established. From an IHT perspective, it is essential to note that instead of the usual 40 per cent IHT …

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Empowering Business Owners: Choosing the Right Corporate Finance Advisor for Your Family Business Sale

As a family business owner, you’ve dedicated years of hard work and commitment to building a legacy. Now, you’re facing a pivotal moment: the decision to sell your family business. Navigating this complex process can be daunting, but you can confidently move forward with the right corporate finance advisor. Understanding the Role of a Corporate …

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Succession Planning and the Role of Coaching in Ensuring Effective Leadership Transition

Succession planning is a critical strategic process within companies that aims to identify and develop a pool of talent capable of assuming key leadership positions when they become vacant. This multifaceted practice involves various elements, such as identifying high-potential individuals, nurturing their skills and competencies, and creating a smooth transition when leadership changes occur. In …

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Unlocking Success: 11 Steps for a Strategic Family Business Sale

Selling a family business is a profound undertaking requiring meticulous planning and strategic thinking. Beyond the financial aspects, it involves passing on a legacy built through years of dedication and hard work. This complex journey demands a strategic mindset and a deep understanding of the unique elements that define your business. Step 1: Acknowledge the …

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Navigating Early Exit Planning: A Strategic Blueprint for Business Owners

Securing Your Business’s Future through Prudent Exit Planning The trajectory of a business extends far beyond its current success. It’s an imperative task to navigate the complexities of transition with foresight. In this blog, we discuss the critical importance of early exit planning, offering practical insights to guide business owners through the intricacies of this …

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It´s Just The Beginning: 10 Reasons Why Business Owners Delay Exiting Their Business

Exiting a business can be a complex and emotional decision for any business owner. Whether they’ve spent years building their enterprise from the ground up or have overseen its growth and success, the prospect of letting go can be daunting. However, despite the potential benefits that come with exiting a business at the right time, …

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From Feedback to Action: How Engagement Surveys can Improve Employee Retention and Company Culture

In today’s fast-paced business environment, employee retention and company culture have become more critical than ever. The success of an organisation depends largely on the satisfaction and engagement of its employees. To ensure that employees are happy and motivated, companies are increasingly turning to engagement surveys. These surveys can provide valuable insights into the employees’ …

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