Strategic exit planning for owner-managed businesses

When an owner-managed business faces an exit, careful planning is essential to ensure you can extract your money in the most tax-efficient way. While minimizing tax charges is a critical aspect, there are numerous other factors to consider when withdrawing value from your business.

We provide guidance on the practical steps to take before your exit, helping you strategically position your assets to meet your specific needs.

Our tailored advice considers the unique assets, liabilities, and overall financial position of your business to help you achieve the best possible outcome.

Are you dealing with any of these challenges?

• How do I best prepare for taking my money out of my business?
• I have ceased to trade; what do I need to do next?
• I have sold my trade and business assets; what do I need to do next?
• I have sold my trading business and my money is in my holding company; what do I need to do next?
• I need my money quickly.
• Is a Members’ Voluntary Liquidation right for me?
• How much does capital tax treatment save compared with income tax treatment?
• What is entrepreneurs’ relief, and do I qualify?
• Do I need to repay my Director’s loan account?
• Do I need to sell assets that I want to keep, including property and investments?
• Is there stamp duty land tax on assets being transferred to me from my business?
• What do HMRC require of me and my business?  
• What is statutory interest, and will I have to pay it?
• I might have liabilities, but I don’t know what they are yet.

Get in touch with us

Contact us today to learn how we can help future-proof your owner-managed business and guide you through these challenges.