Succession & Exit Planning
With our extensive knowledge of owner managed businesses, we will take a range of factors in to consideration to develop a successful succession plan based on your individual circumstances.
How we can help you with Succession Planning
One of the most important factors to consider in succession and exit planning is timing, and most importantly choosing the most appropriate time to leave the business for both you and the business itself.
We work with accountants and other specialists in the field to ensure a smooth exit when the time comes.
*The financial conduct authority does not regulate some forms of commercial finance and employee benefits.
Hear what our customers say
Business services for your company
We provide advice on a wide range of workplace pension schemes.
Protecting your company's future.
Boost morale and attract talent with a range of employee benefits.
Expert advice on personal pensions for business owners.
Expert advice on personal pensions for business owners.
Related news & insight
Market Commentary
“We will continue to prioritise economic and fiscal stability”Latest data from the Office for National Statistics (ONS) indicates that the economy experienced a slight expansion of 0.1% in August. In the three months to August, GDP increased by 0.3% – this is a slight improvement on the three months to July, which saw expansion of 0.2%. The services sector was the main driver […]
Market Commentary
“A relatively lower mortgage rate environment and steady wage growth have helped support buyer confidence”The latest data from Halifax shows that house prices decreased by 0.3% month-on-month in September, following an increase of 0.2% in August. Meanwhile, the annual growth rate eased from 2.0% to 1.3%, the slowest rate since April 2024. The average property is currently priced at £298,184. Regionally, Northern Ireland continues to see the fastest rate […]
Market Commentary
“If the UK economy is not competitive then it cannot grow”Ahead of the Autumn Budget on 26 November, the British Chambers of Commerce (BCC) has urged the government to take decisive action to improve the competitiveness of the UK economy. In a new report the BCC warned that, without increasing investment and productivity, the UK risks falling further behind its international peers. In 1997, the […]