Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Skip to main content

Exit planning for entrepreneurs

If you’ve recently decided to sell a business you’ve spent most of your life building, you’ll be entering an exciting, but perhaps daunting, new chapter. You’ll have newly acquired wealth to invest which you’ll want to work as hard for you as you worked to earn it.

We can provide strategic advice and suggest practical ways to manage your wealth before, during and after the sale of your business.

Case study: how we helped entrepreneurs Mr C and Ms R

We manage the affairs of two business partners, Mr C and Ms R, who recently sold their consultancy to a US firm for around £12m.

We started working with them before the sale, carrying out a rationalisation exercise in which we tidied up their existing pensions and investments to ensure they were minimising costs and being managed as efficiently as possible, freeing our clients to focus on their business.

When it became apparent that the business might be sold, we introduced our clients to corporate and private client professionals who helped with the transaction and made sure their legal and tax affairs were in order.

Each partner took home £4m after the sale, and we worked with them individually to help them clarify what they wanted to achieve with their new wealth. This involved pinpointing their motivation and goals for themselves and for their families (such as holiday homes and education funds) and then building a detailed financial strategy to fund them.

Both clients are still in employment and will be earning a substantial income, which is all factored into their personal models. They also have a material equity stake in the newly merged firm; this is in US dollars, so we’ve implemented a foreign exchange hedging strategy for them.

Each client has told us that knowing their own affairs were being well looked after enabled them to focus much more on the business and maximising the value of the transaction.

How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.