Exit and succession planning

Leave with a smile

Preparing to sell a business you’ve worked hard to build brings mixed emotions. At Langdowns DFK, we know how difficult it can feel to leave behind your passion project, no matter how big the pay day that might come with it.

We are dedicated to helping you consider your exit plan early so you’ve got time to really take control. It starts with a focus on your long-term goals – when do you want to move on or retire, and how much do you want in your pocket when you go?

You might also want to consider succession planning if you want to protect your legacy and the long-term future of the business after you’re gone. Whether it’s a management buy-out or you’re handing the reins to a protege or family member, you need to get financial and legal processes pinned down.

With all that in mind, we’ll then help you work out a strategy to maximise the value of the business in the approach to exit. That typically involves a combination of tax planning, business planning, investment strategy and in-depth analysis of the financial data.

It goes further than that, though. We’ll also be on hand to support you after the sale. That might mean guiding you through claims for entrepreneurs’ relief to minimise any capital gains tax bill, or it could be about helping you build the proceeds of the sale into your retirement plan.

Helping clients to sell their business is something that we’ve done for many years, with hundreds of clients. We love the process and especially seeing people we’ve come to know well get the rewards they deserve.