Are you a family member ready to take over your family-owned business from your parents? Embarking on a family buyout journey can be both exciting and daunting. However, with careful planning and execution, you can ensure a smooth transition of ownership while preserving the business’s legacy and values. Business owners opt for family buyouts to …
Introduction Embarking on the journey of selling your business ahead of retirement requires not just careful planning, but also the expertise of a team of professionals, led by your corporate finance advisors. In this guide, we’ll explore some of the key considerations when developing your business exit strategy, highlighting how the involvement of our team …
Navigating Your Retirement Sale: A Strategic Guide Read More »
Introduction: The thought of selling your business can be both daunting and exciting as it is often the culmination of years of hard work, dedication and investment. Yet, amidst all the practical planning, excitement and for many the opportunity for financial freedom, the importance and significance of comprehensive tax planning can often be overlooked and …
Time is Money: Don’t Wait! Seek Tax Advice Before Selling Your Business Read More »
In the complex world of financial services, collaboration often leads to innovative solutions that benefit clients across the board. One such collaboration that holds immense potential is the partnership between corporate finance advisors and wealth managers. Having worked for 15 years in the wealth management industry and now being heavily involved in helping business owners …
In the intricate dance of decision-making, our perceptions shape the reality we navigate. One powerful tool in this cognitive toolkit is framing—the art of presenting and interpreting information. Whether seeking personal fulfilment or navigating the complexities of exit planning in the corporate world, understanding and applying various framing techniques can be a game-changer. In this …
Mastering the Art of Framing: A Holistic Approach to Personal Growth and Exit Planning Read More »
Introduction Being able to capitalise fully on the wealth generated by the sale of a business means effectively managing the succession planning both during the sale and once it is completed. The sort of considerations which occur after disposal can be more intricate, especially when comes to considering the potential liquidity of the seller’s estate. …
As a parent and business owner, you’ve poured your heart and soul into building a successful enterprise. Now, as you contemplate the next chapter of your journey, a family buyout presents a unique opportunity to transition ownership of your business to the next generation while securing its legacy for years to come. Business owners choose …
Passing the Torch: A Parent’s Guide to Family Buyouts for Succession Planning Read More »
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 …
Considerations for Selling Your Business in 2024: Insights from a Successful Investor Read More »
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 …
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 …
5 key reasons to have a wealth manager pre and during a business exit transaction Read More »
