You may not have thought about a business transfer or optimising your exit just yet. Perhaps, you’re unsure what the next steps should be. Regardless of where you are in the process, one thing is certain: preparing for a transfer early with the right structure offers clear benefits, including financial gains, flexibility and peace of mind.
When it comes to the sale of your business, you’ll want to make it as attractive as possible to potential buyers, while also ensuring you achieve the best possible tax outcome. Especially if you're planning on using the proceeds from the sale as your pension. But what does it take to make your business ready for sale from a tax perspective?
We’re happy to sit down with you early in the process to review your plans. This allows us to put in place a suitable tax structure that can easily adapt to strategic decisions and unexpected changes.
Business transfer comes in many different shapes and sizes, including:
We'll help you consider the following:
What's the best time to start planning for a tax-efficient exit? In our view, there's no time like the present. With the right structure in place early, you can move forward from a strong and secure foundation.
This benefits the continuity of your organisation, which we're sure matters to you. Your business provides financial security not only for the current generation, but ideally for the next and future generations as well. Not just for your family, but also for your employees.
We're happy to advise you, factoring in your personal and financial goals in our approach, both now and in the future. Putting a good structure in place ahead of time can also support decision-making when it comes to your private and business asset and income structuring.
Curious about your options for a business transfer? We’re happy to explore them with you and guide you through the process. Together, we’ll take steps toward a successful future!
