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Selling a business? We will identify the right buyer, ensure you achieve the best possible sales price and that your personal exit planning objectives are met >>




 

Exit Strategy Planning - Steps to Completion
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:-

how to meet continued income requirements  
the options available with accumulated pension arrangements  
protecting your capital from the effects of taxation  
investing capital for efficient growth and income  
structuring your estate efficiently to minimise the impact of inheritance tax  
the role trusts may play.  

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..

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