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.

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...

Since moving to Morris Crocker in 2012 we have been impressed with the professional pro-active and friendly approach by their team at all levels. Geoff - Business Manager, Leatherhead

Latest news...


Spring Statement 2018

The Chancellor, Philip Hammond, delivered his Spring Statement on Tuesday 13 March 2018.  Lasting less than half an hour, there was no red briefcase, no red book and no tax changes


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