Exit Index

For owners planning to sell, hand over or step back

Analysis

Why tax advice belongs at the start of your exit plan

How a sale is structured can change what you keep. Those decisions are easier years ahead.

By Exit Index ·


Owners often bring in a tax adviser once heads of terms are agreed. By then, many of the choices that affect the outcome have already been made.

What early advice can cover

Who owns the shares, how the business is structured, and whether reliefs are available all depend on facts that take time to put in place.

A practical step

Book a conversation with a tax adviser who handles business sales, and ask what you would need to change, and by when. Rules change, so revisit the advice every year.

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