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Succession planning. | 繼任規劃

It’s never too early to start preparing for the future of your business, however far away that may be. Many business owners put off planning until it’s too late and rush into a sale, leading them to under value the business and preventing them from achieving the greatest return.

Exit Pathway

To help you plan for your future and the succession of your business, we've developed a succession programme that will get you on track to maximise value, prioritise your goals and, when the time comes, leave your business with the best deal possible. Your Exit Pathway is tailored to your exact requirements, based on the three core stages:

1. Business analysis and plan creation

Firstly, we need to establish where your business is now and where you want it to be when you leave. Our team will review your business and current strategy, followed by a valuation from both technical and commercial viewpoints. The advice will be combined into an action plan for the business leading up to your exit. We'll talk you through the pros and cons of sellingmanagement buy out or employee ownership, then compare the time, probability and risks of each to ensure we pick the exit option best suited to you.

2. Implementation and ongoing assessment

Once you decide which strategy is right for you and the business, you can rely on our support to ensure everything goes to plan. You’ll be hearing from us regularly to monitor your business’ progress against the action plan, adjust the strategy as required and ensure your end goal remains suitable and achievable. 

3. Exit process

Having executed the action plan to maximise business value, your exit process will begin, either by starting a formal process to put your business to market or by evaluating a direct approach. Our team can advise you on the right deal, ensure that it’s on the best possible terms, for the greatest return, and that the completed deal is the same as the one agreed at the outset 

If you have a £1m+ EBITDA business with an exit on the horizon, fill out the form below to talk to our experts about our Exit Pathway programme. 

Trust planning and advice

Setting up a trust is one of the most tax-efficient ways to protect wealth for your heirs. Every day our advisers work with professional and private trustees, existing trust beneficiaries and people who want to set up just this sort of trust. Our aim is always to make the complicated simple – or at least as simple as it possibly can be. If you have a query regarding succession planning, fill in the form below and one of our experts will be in touch.

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只要作出小小的規劃,便能走很遠的路。許多營商的人都專注於計劃明年公司要到哪裏去,但卻沒有時間想想明年他們自己可能會在哪裏。他們不在意他們離開或退休時會發生甚麼事情。

如果您準備離開,您會盡可能讓您的業務更吸引,吸引投標人。這代表要提前規劃一個既現實又機密的銷售策略。我們會讓您處於最佳狀態,這樣當買家感興趣時,您就可以決定如何(或您想不想)繼續。

讓業務繼續下去的繼任計劃

首先,您要了解您有甚麼選擇。我們的團隊可從技術和商業角度為您的業務進行估價。然後,我們可以為您分析出售、管理層收購或員工持股作為未來方向的利與弊。

如果您選擇出售,無論是在數月還是數年後,都需要規劃、時間和金錢來盡量提高公司價值。我們可以助您找出降低或提高業務價值的地方,並決定如何運用資源提高價值和市場流通性。這不僅與利潤有關。您要減少買方眼中的不明朗因素和風險。

決定好適合您和業務的策略後,您便可放心將事情交給我們處理,我們會確保順利處理好。

信託計劃和建議

為您的繼承人保護財富的方法中,稅務效益最大的就是建立信託。我們的顧問每天都會與專業及私人受託人、現有的信託受益人和希望成立信託的人合作。我們永遠都是以將複雜的事情變得簡單為目標 - 或至少盡可能簡單。

對繼任規劃還有疑問嗎?

如果您對繼任規劃有任何疑問,請填寫以下表格,我們的專家會與您聯絡。 

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