Exit planning

Many business owners do not set aside sufficient time to consider their longer-term plans for their business, especially how they will exit the business when the time comes.

However, planning ahead can help to pave the way for a successful transition and offer maximum financial benefit for you and your family.

Shirley Smith & Co can help you to create a comprehensive exit plan: we seek to minimise your tax liabilities, enhance your financial gains and facilitate a smooth transfer of business ownership.

Our advisers can assist you in setting a price; generating a succession plan; choosing an appropriate time to sell and actually making the sale.

If you would like assistance with your exit planning strategy, please do not hesitate to get in touch.