Succession planning & exit strategies

Your business

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Helping you plan business succession and exit strategies

The critical issue when planning the exit from your business is succession planning, particularly if you have always considered your business to be your pension. Successful exits are usually those that are planned years in advance and this is where our expertise comes into play.

Succession planning

Our experts can help you with the planning process, whether you are looking to pass ownership of your business on to members of your family or to trusted employees. With enough time to plan ahead your exit strategy can involve handing your business over to new management – somebody you have recruited with succession in mind, and can work alongside for a time.

Selling your business

If you are thinking about selling your business, we can assist with that too. We can help with the business valuation, and guide you through the selling process, ensuring the timing of the sale or offer to buy is right, negotiating the right price and completing any purchase more quickly.

Business tax planning

It goes without saying, but we can also look after the details of dealing with capital taxes, entrepreneur’s relief and financial planning – and of course the future planning of investing. Our accounting experts can make sure you save on tax where possible, and allow you to look to the future – assisting with due diligence of the purchase of your next business, or helping you to plan for your retirement.

Speak to a business tax expert

Luke Wiseman

Luke Wiseman

Director

Witney

Whitley Stimpson expert welcomes new IR35 tax delay

Jonathan Walton

Director

High Wycombe

Martin Anson

Martin Anson

Director

Banbury

Owen Kyffin

Director

Banbury

Change to Whitley Stimpson

Step 1

Confirm to your accountant that you wish to move to Whitley Stimpson

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Step 2

Supply Whitley Stimpson with your existing accountant’s details

Step 3

Relax. We’ll handle the rest.

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Partners in your progress

Talk to us today to find out how we can help your business prepare for the future.