Valuations & Exit Planning
What the business is worth, and how to prepare it for a sale or handover when the time comes.
A business is usually an owner's biggest asset, yet most only find out what it is worth when they are already selling. We value it properly and, if an exit or succession is on the horizon, prepare it so you keep more of the proceeds and the handover goes cleanly.
What’s included
06 itemsBusiness valuations: for a sale, share transfer or dispute
Exit readiness: the business prepared to sell well
Succession planning: handover to family or management
Tax on exit: retirement and entrepreneur relief planned early
Deal support: alongside you through the transaction
Post-exit: the proceeds and your position sorted
What you should know
Value is not a single number; it depends on why you are asking (a trade sale, a share buyout, a family handover, a dispute) and on how ready the business is to stand on its own. We value it on a basis that fits the purpose and, just as important, tell you what is dragging the value down and what a buyer will want to see.
The tax on an exit is where preparation pays off. Reliefs such as Retirement Relief and Revised Entrepreneur Relief can materially cut the CGT on a sale, but they reward planning done years ahead, not weeks. We map the timing and the structure early, prepare the business so it sells well, and stay alongside you through the deal so the outcome matches the plan.
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