We help business owners secure sufficient capital from their business sale to fund their retirement objectives. This often involves maximising profits, minimising tax, and advising on sound investments to support their lifestyle.
We´ve worked with many business owners who wish to exit or sell their business. Typically, they are looking to take on investment projects with surplus funds and/or wish to pass their assets down to younger generations. The problem that they have is, how do they do this without paying too much tax?
Planning for the future isn’t easy (otherwise, we’d all be retiring early!), but it is possible to have your cake and eat it too. All you need is the right guidance! The ‘exit’ from a business can be broken down into three simplified steps, and we guide you through the whole process. First, we help you bring in the necessary internal controls to allow you to step back from the day-to-day running of the business. Second, we maximise the profit of the business sale, and third, we work out the best vehicle for large property investments.
The result? Early retirement with income provided by investments made out of business sale proceeds. Or, as we like to call it, a holiday home in Spain! Whatever your retirement plans, we can help you make it your reality.
We specialise in helping business owners exit their business, so we know you´re looking to get the most value from this sale. Not just for you but for younger generations too.
How can profit be maximised for a sale?
How can my tax be minimised on a sale transaction?
What vehicle should I put my property investment into?
What is the approximate valuation for my business?
Can I make more pension contributions?
How can I pass down my assets to my family tax-efficiently?
If you find yourself asking the above questions and would like to see how we could help, get in touch with us or book a meeting directly below.