Pre-sale planning

Begin with the end in mind

Preparing for a business exit

Planning is the key to a successful exit strategy

We understand that as a business owner the decision to step back is not always an easy one. Timing is key and it can be difficult to pinpoint what exactly is the best exit strategy for you and your business. If like many business owners you have dedicated huge amounts of time to it over the years you will want to achieve the best outcome possible and reap the rewards for those sacrifices you have made.

We can support you to define your goals and review the potential exit strategies available to you, helping you to prepare your business for the transition ahead. We can be by your side for the early planning that will allow you to remain in control and ensure that the decisions made are for the benefit of both you and your business. Planning for aspects such as succession planning, handing over of responsibilities and ensuring focus remains on business continuity, can all be prepared for long before exit takes place.

We may call upon business consultants who specialise in increasing the profitability of a business and in the case of family businesses we specialise in the education of the next generation.

Business exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

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Let's talk about Preparing for a Business Exit

    To arrange a meeting with one of our advisers, call us on 01332 551155 or send us your contact details and we'll get back to you.

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