Selling your business is likely to be the biggest financial transaction of your life. Get it right, and you secure your future. Get it wrong, and you can lose millions in value and pay more tax than you need to.
Stage 1 – Preparation (2 to 5 Years Out)
- Tidy up accounts
- Reduce dependence on you personally
- Resolve legal and compliance issues
Stage 2 – Optimisation (12 to 24 Months Out)
- Improve recurring revenues
- Strengthen management team
- Boost margins without harming service
Stage 3 – Exit (Sale Year)
- Use Entrepreneurs’ Relief (Business Asset Disposal Relief) if available
- Structure the deal to maximise after-tax proceeds
- Plan how the sale proceeds will be invested and drawn down
The Hartey Wealth Management Edge
We blend business planning with personal financial planning – so you not only get the best sale price, you keep more of it.
If selling is on your horizon, let’s start the clock now.
