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Business exit strategies

After building a successful business, at some point, you might want to retire. Business owners don't always have the time to think about exit strategy and how they will profit from leaving a company that they’ve built. They also sometimes make assumptions that the business will be worth enough to fuel retirement. PLAN A BUSINESS EXIT STRATEGY WITH US

What does a business exit strategy entail?

Sooner or later, a business owner needs to profit from their business. Whether you are planning for retirement or looking to start a new challenge, a well-planned exit strategy could enable you to sell part, or all, of your company as a way to reduce or liquidate your stake and potentially make a profit. Your exit strategy and retirement plan should form part of your overall business plan. Successful exit planning and strategy needs to work both for you and the business, especially if you are passing the company on to family or trusted colleagues. Part of our business exit strategy planning process will be to educate you on the different options for withdrawing capital so you can decide how and when you exit your business. Then together, we can focus on planning the process of liquidating your stake.

To sell or not to sell?

Business owners who don’t plan a company exit strategy, which could include the sale of their business or passing it on to future generations, will almost certainly fail to get the most out of their business assets. With the help of Unividual’s experience in helping business owners with exit planning, we will look at a whole host of strategies that tie in with other areas of your finances. Your financial planner will spend time identifying what your objectives are, how to improve the value of your business and even how to reduce the tax liabilities to maximise the sale price and boost income.

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Business exit strategy for family businesses

If you have a family business and you want it to stay in the family, there are a number of things to consider when you are looking at the exit strategy. Who will take on the ownership and control of the business? Will this be family members, other employees that you have hired, trained and invested in, or a combination of both? If so, how are you going to do it? Also in planning your business legacy, you will need to consider income, cash flow and tax responsibility. Do you want to retain involvement in the business? Do you want to maintain some control in how it is run, or simply act as a shareholder? Whatever the case may be, you will need the experience and knowledge of our business exit strategy advisers to help you put these plans in place to make it happen.

Exit strategies need a holistic approach

Unividual has expertise in all areas of both business financial advice and personal finance. This gives you the peace of mind that everything building up to the sale of your business is in the right place to maximise the return you get from a lifetime of work. Contact our business exit strategy advisers today

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The Financial Conduct Authority do not regulate tax planning and legacy planning.

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