Succession and exit planning

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Creating an exit or succession strategy is a key part of any business plan, as it may dictate your goals and direction of travel for the business.

Succession planning needs to start well in advance of your exit or retirement date and should take into consideration, not only your retirement but potential ill health or a change in your life plan.

A key part of creating a succession plan or exit strategy is working with an adviser who understands your needs and can provide ongoing accounting, tax and strategic advice.

Then, when the time comes, they can step in to help manage the transaction or transition so that it goes smoothly and you achieve the best outcome.

Having helped many entrepreneurs exit their business, we can advise on:

To find out how we can assist you with your next exit or a future succession, please speak to our team today.