Succession planning and exit strategy
The level of time and effort that should go into succession planning and exit strategy is often underestimated.
Whether you are looking to sell your business or keep it within the family, our bespoke service will identify the right strategy for you. This enables you to make insightful commercial decisions that help to secure your financial future, as well as your legacy.
Our expert business succession and exit planning team has been working with businesses in Devizes, Marlborough, Calne, Royal Wootton Bassett, Pewsey, Hungerford, and in other parts of Wiltshire, Berkshire and beyond for many years.
Our team of business succession planning advisers helps a diverse range of clients navigate the complexities of succession management.
The team will help you determine whether you wish to sell the business in its entirety, retain a stake, pass the business down to family members, or opt for a management buy-out, among other options. We will advise you on the benefits and drawbacks of each decision, providing in-depth tax planning guidance on any business succession or sale.
Our experienced exit strategy team can help you select the best course of action and provide expert guidance every step of the way, allowing you to enjoy the fruits of your labour for years to come.
Their specialist advice covers key areas such as:
David Owen is a partner-led accountancy firm with offices in Devizes and Marlborough. We offer a wide range of proactive business services, including succession planning. To find out how we can help you, please get in touch.
Choosing the right accountant to help you with your business finances is an important decision. We understand this and take the time to talk through our approach so you can decide whether we are the right partner for you.
Please contact us for a free, no-obligation initial conversation.