Plan, prepare and exit your business with a clear conscience
Through the experience of hundreds of transactions, we’ve developed a range of solutions to help you understand the process, plan, value your business, chose a preferred succession option and ultimately proceed through negotiations, due diligence, legals and through to completion. It doesn't replace us doing it all for you, but it comes very close.
A complete guide to Succession for UK Financial Planners. Whether your thinking about your eventual exit, about to start the process, or maybe you're an employee hoping to one day become an owner, this book contains everything you need to plan and excute.
The Exit Playbook
Following the format of The Exit Playbook, this course is a comprehensive walk-through of the entire planning and implementation process. Using a case study, we bring the process to life. All the tools and templates used are included in the solution, so you really can do it yourself if you want to.
Join with a small number of like-minded individuals, meet once a month in person for a year, explore scenarios and build your own succession plans. This is a great opportunity to do the work in a group setting and benefit from other participants insights.
Your inbox is full of emails promising you great riches and a safe haven for your clients when you retire. You’ve read articles about people just like you who’ve sold out to a big business and got a massive premium. It all looks grand but discreetly, in workshop comfort breaks and post-study group beers, where all the real talk happens, different sides of the stories emerge. Who to trust? Truth is, you need the support of independent professionals, to help you exit with integrity.
Exit your business with integrity. Take control of the sale of your business, by gaining the critical information you need, in a retrievable format, from a reliable, impartial source.
Discover ways to balance the value of your business with the, with the various aspects of the deal. While initial vs deferred payments, contingent payments and so on are important, sois the welfare of your clients and team.
The sale of your business is significant milestone in your life. Take the right action now, so you whether it’s Old Town in Marbella, or Bridgetown in Barbados, you never need to cross the street, to avoid an ex-client.
If you think you’d like to be out of your business at some point in the next three years, you need to start now. Fill out the form below and start the process of investing in your retirement.
