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Selling a business?

Wealth Managers can provide invaluable expertise to maximise the value of a deal, as well as effectively structuring and managing the proceeds afterwards.

Are You Selling Your Business?

When selling your business, it’s crucial to consider your own personal finances to ensure a smooth transition – Remember, every individual’s financial situation is unique, and it’s essential to consult with professionals who can provide personalised advice based on your specific circumstances.

Taking a thoughtful and strategic approach to your personal finances during the sale of your business will help you achieve your financial objectives and set the stage for a successful future.

A good wealth manager will be adept at dealing with business sellers and help you determine you and your family’s short- and long-term goals around wealth planning, retirement, inheritance tax and investment opportunities.

They can also help with your personal exit strategy that aligns with your financial goals and timeline so you can see if your hard-earned sale proceeds can sustain your lifestyle in the future. Business sellers often feel that they don’t have enough money to retire or need to take excessive risk with their money to achieve a required outcome. Wealth managers can utilise sensible planning and tax mitigation alongside risk assessed investments to keep you on track.

If you have already started the sale process, it is likely you have appointed accountants and lawyers and others specialist firms who are usually involved at the beginning but many of our clients haven’t thought about their own personal financial situation.

From personal experience we know the process first hand when selling a business. We have done it and know what’s involved.

Speak to us today for a free and no obligation chat about which wealth managers offer the superior service you require and deserve.

Exiting A Business?
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Wealth managers bring a huge amount of value to those selling a business, leveraging a combination of technical expertise and emotional intelligence that all entrepreneurs should seek to benefit from.

What To Do Now?

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More reading about your situation:

Client trends: December 2022

Client trends: December 2022

A multi-faceted tax raid is set to rock even the modestly wealthy in the UK, meaning it is incumbent on us all to take a long hard look at our financial strategies as the year draws to a close.

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We give you access to a wide range of companies

We know each firm intimately, particularly their specialities and proven capabilities – enabling you to fast track through the industry with ease and insight.

  • Amicus Wealth
  • Arbuthnot Latham Private Bank
  • Blu Family Office
  • Bordier UK
  • Brewin Dolphin – 1762
  • Brown Advisory
  • Brown Shipley
  • Canaccord Genuity Wealth Management
  • Cazenove Capital
  • Charles Stanley & Co. Limited
  • Credo Wealth
  • Evelyn Partners
  • Hottinger & Co. Ltd.
  • Investec Wealth & Investment
  • James Hambro & Partners
  • Julius Baer
  • Kingswood Group
  • LGT Wealth Management
  • Magus Wealth Limited
  • Mirabaud & Cie (Europe) SA
  • Mole Valley Asset Management
  • Nedbank Private Wealth
  • Netwealth
  • Partners Wealth Management
  • Plurimi Wealth
  • Quilter Cheviot
  • RBC Brewin Dolphin
  • Rothschild and Co
  • Ruffer LLP
  • Seven Investment Management (7IM)
  • Tribe Impact Capital
  • Tyndall Investment Management
  • UBS

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