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 »

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 »

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 …

Understanding Business Succession Planning and Inheritance Tax Read More »

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 …

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

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’ …

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