Exit & Succession Planning

Exit and succession planning can be challenging at times but our experience has shown that a proactive exit is far more rewarding for business owners than a reactive sale.

For a free initial meeting to discuss how we can help you contact us online or call us on T: 023 9248 4356T: 023 9248 4356


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Are you ready for selling your business?

The preparation of an exit plan puts you as the owners of the business in a stronger position to address some of the key issues and objectives in respect of:

•    Your future income needs and how long you want to remain active in your business
•    Your family - their future income and involvement in the business
•    Your business - will employees feel secure, will the business lose value without you?

Having identified your main objectives there are a number of exit options that can be discussed including:

•    Management buyout/buy in
•    Sale to trade buyer
•    Sale to family members
•    Voluntary Liquidation - controlled closure of the business

When assisting clients who are looking for succession planning, Morris Crocker can:

•    Appraise the tax position of the individuals and company
•    Identify the various exit options available to meet shareholder objectives
•    Review options with shareholders to agree the most appropriate exit route
•    Develop a detailed plan and timescale

To find out more about the tax services we can provide for you, please contact us today on 023 9248 4356.

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What our clients say...

Morris Crocker offer a superb first class accountancy service for all our business requirements. The accountancy team are pro-active with unlimited knowledge and always being available to assist with our company enquiries, thus promoting a seamless and effective service provision that we have come to rely on for the past 25 years.

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