Pre-sale planning

How to maximise tax relief and manage future wealth

Entrepreneurs and business owners should start their exit journey with holistic planning which considers not only the sale event, but their long-term aspirations and wealth needs beyond the transaction. Long-term planning will drive the design of an appropriate structure that will facilitate the sale of the business, enabling shareholders to hold and protect their wealth for the benefit of future generations.

This planning phase is vital to ensure that the exit event itself is tax efficient and that the post-transaction holding structure achieves the wealth protection and succession objectives of the business owners.

Whilst all planning should be tailored for the individual circumstances, there are some key areas to consider which can make a significant difference to the outcome on an exit: