Exit planning

A smooth transition

We understand you don’t want to work forever. When you’ve worked for years running your own business, or at the head of a company, you’ll more than likely be looking forward to your relaxing retirement.

To make sure this step goes as smoothly as possible, you’ll need to start considering putting together an exit plan for your business.

Without one, you may find yourself working for longer than planned or perhaps not having enough money to fall back on once you’ve left your business.

We’re here to make sure this doesn’t happen to you. Together, we’ll sit down and plan out your future so that, when the time comes, you can walk away knowing everything has been done correctly.

With our support, we’ll make sure you have the best management systems and structures in place so that when you finally do decide to take a step back or evem sell, everything will continue to run efficiently.

Together, with our business planning services, we will be able to position your business as an attractive acquisition option, helping you find the buyers well in advance, allowing you to leave your business in the right hands for the right price.

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Want to take the next step?

If you're looking to further your business, our team is waiting to hear from you.

Other services

From industry news to opinions from our experts, we’re all about sharing useful information and insight.

It can be hard to keep track of all the financial and regulatory changes or news you need to stay on top of when you’re running a business – but that’s why we’re here. In our blog, you’ll find useful updates and information from our team, stripped of jargon and made easy to understand.

Post Autumn Budget Brief

Explore key financial planning insights from the Autumn Budget, including tax strategies, pensions, CGT and IHT advice, shared by Dan Payne of Golden Oak Wealth Management.

read more

Post Autumn Budget Brief

Explore key financial planning insights from the Autumn Budget, including tax strategies, pensions, CGT and IHT advice, shared by Dan Payne of Golden Oak Wealth Management.

read more
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