Planning for Exit

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Our accountants and tax advisers can help if you are planning to exit your business.

While our primary aim is always to help our clients grow their businesses, there will come a time when you feel it’s time to either hand your business over to the next generation or sell it to finance your future.

If you have reached that stage and are ready to start planning your exit from your company or partnership, we can help. Even if there is not a plan to do so you should think about what the tax position of that would be just in case.

We’ll analyse every aspect of your business and map that against your preferred outcomes to find the exit plan that will minimise your tax liabilities, maximise your personal financial gains (and minimise your Capital Gains Tax liabilities) and make the transition to the new management or new owner as smooth as possible.

During the planning stage we will also look in detail at the other aspects you may not have considered, for example:

  • Business Asset Disposal Relief (formerly known as Entrepreneurs’ relief)
  • Business property relief
  • Substantial shareholders relief

But our support isn’t just limited to the tax side. We’ll also employ all of our wider commercial experience so you pick the best time to sell, achieve the best price and enjoy our full support throughout the process.

If you are planning to exit your business and would like to discuss how we could help you perfect your plan, please email us at post@rowleys.biz.

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Registered to carry on audit work in the UK; regulated for a range of investment business activities; and licensed to carry out the reserved legal activity of non-contentious probate in England and Wales by the Institute of Chartered Accountants in England and Wales.  Associate Directors of the firm are not Directors of The Rowleys Partnership Limited (registered no. 06125028) and are not subject to the obligations and responsibilities of Directors within Part 10 of the Companies Act 2006.  Any reference to an individual with the job title “Partner” refers to someone who is a Director of The Rowleys Partnership Limited and also a registered member of Rowleys Group LLP (registered no. OC306056)  A list of Directors and Members are available at Companies House. Details of our audit registration can be viewed at www.auditregister.org.uk and details of our probate registration can be viewed at www.icaew.com/probate, both under reference number C001486455. View our Legal and Privacy PolicyView our Terms of Business