In a series of videos and podcasts, the Exit+ team field questions from entrepreneurs and family business owners about the sale process and how to prepare for life after exit, offering their own unique perspective and practical insights.

Is it time to sell?

For many would-be sellers, an exit is motivated by a desire to make a lifestyle change, either personal or professional. However, the timing of the sale is rarely a straightforward process. We discuss the considerations which should guide you when deciding when to sell your business.

What is my business worth? How do I maximize value at exit?

Assessing your company through the eyes of potential buyers is crucial. In this video, we discuss the key drivers for maximizing your company’s valuation and how to determine the optimal structure for your transaction.

How do I set my priorities in the sale process?

Selling your business is a very personal decision and there are often many competing priorities to consider. Valuation vs. maximization of cash proceeds, tax implications and post-exit wealth management are just some of the topics that our experts address.

Theoretical ‘best’ buyers and the impact they have

We look at the pros and cons of each type of potential purchaser – strategic, financial buyer, management-led buy-out – and how each will evaluate your business. By understanding what drives each buyer and the impact that the choice of purchaser has on transaction structure and life after the deal, you can ensure the best fit for you and your business.

Structuring a tax efficient transaction

It’s all about what you keep! Tax planning and structuring is essential. Our experts share key considerations, how to take stock of your tax situation, the principles buyers follow when acquiring a business, and how to maximize what is kept in your pocket.

Preparing for life after the deal

Your life after a sale will, to a great extent, depend upon the category of buyer you sell to, so consider this and the lifestyle you want to have before you embark on your exit journey. Our experts share the different options before you and help you to understand what is motivating you to sell.

Disclaimer

The contents of this material have been prepared for informational purposes only without regard to the investment objectives or financial or tax or legal situation of any particular person or entity resident or domiciled in any particular jurisdiction. No action is being solicited with respect to any such person or entity. No information set out herein shall be construed as investment, legal, tax, accounting or other professional advice. We do not accept responsibility or liability to users or any third party in relation to the use of this material or its contents. Your receipt or use of this material does not create any attorney-client or other professional relationship. No information herein shall be construed as a recommendation or representation concerning the suitability or appropriateness of any of any investment strategy, advisory product or service; or an offer to buy or sell, or the solicitation of any offer to buy or sell, any security, service, financial product or instrument.