Exit & Succession Planning

There comes a time in the development of many privately owned business when the shareholders want to realise the value of the business they have built or possibly to pass the business on intact to the next generation.

Our exit strategy review offers a carefully tailored review of all of the exit options available to the owners including trade sale, management buy-out/ buy-in and full or partial family succession.

Most successful exit plans are prepared early – we recommend starting 2 to 3 years before the owners target exit date. We can then establish both a current and a potential exit value and work alongside the business to achieve a sustainable growth in value.

We can also work with specialists who can provide coaching support to the management team as they prepare for their new roles and to help the vendors think about life after the business.