The buyer will conduct a 'Due Diligence' investigation.
Our legal partners will manage this by liaising closely
with you and other parties to negotiate the documents
necessary for the sale. The main document is the sale
and purchase Agreement, setting out the terms of the deal,
including restrictions to be placed on your business activities
after completion and your assurance (warranties) on the
state of your business. When the documents have been agreed,
our legal partner will attend the completion meeting with
you and manage the formal completion process.
During your business life you probably only made crucial
decisions after seeking professional advice and having
armed yourself with sufficient evidence to support the
route taken. This should not change when planning the
personal financial aspect of your departure.
We can advise in the essential ingredients of your post-exit
plan such as:-
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how to meet continued income requirements |
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the options available with accumulated pension
arrangements |
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protecting your capital from the effects of taxation
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investing capital for efficient growth and income
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structuring your estate efficiently to minimise
the impact of inheritance tax |
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the role trusts may play. |
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Before discussing suitable financial options, we will
ensure that a clearly defined plan is in place and fully
understand what is important to you in terms of income,
savings, services and investment. Once we have established
a clear focus and financial path, our team of financial
experts will help you implement this with unprecedented
advice and a tailor-made portfolio of financial planning
techniques designed to meet your needs precisely. To
ensure that everything remains on track, this will also
be reviewed for you every year following your exit.
Building your business to the level of success it is
now no doubt needed focus, determination, discipline
and sheer hard work. ESP recognise these qualities as
they are the foundations on which our business is also
built.
Playing a pivotal role within ESP are our professional
advisers and partners. All have been hand-picked for
their exemplary skills, professional achievement, positive
attitude and interpersonal ability. We believe they
are the very best in the industry. This is an essential
credential and a fact that should not be underestimated
as poor professional advice can be very costly and may
even lead to an aborted sale clearly an experience
to be avoided.
ESP truly understand the meaning of excellent service
and is committed to delivering this to each and every
client. We are dedicated to achieving the highest price
possible for your business and determined to ensure
that our approach is both dynamic and appropriate. We
want your experience with ESP to be a positive and memorable
one which is difficult to find elsewhere.
Here is what one of our clients recently wrote about
his experience with us.
"I would like to place on record that the Exit
Strategy Planning Team delivered everything that I was
promised and indeed, much more. I secured more money
than I was ever anticipating for the sale of my business
due to the expertise of the ESP Corporate Sales Specialist.
I paid much less tax as a result of ESP tax consultancy
advice. The ESP vetted lawyers and financial advisory
services were first rate.
If I ever wished to sell another business, I would,
without any hesitation, use the services of Exit Strategy
Planning"
Andy Anderson (ex Managing Director)
Case Studies here.. |