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/buyin
•    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:

•    Advise on business valuations and provide an estimate 
•    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

Do you know how much your business is worth? See our factsheet on the main methods used when valuing a business.

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...

I am a GP partner working in London. I have used Morris Crocker to produce my partnership and personal accounts for a number of years.The team at Morris Crocker are superb. Friendly, efficient and very knowledgeable. They have a very experienced team who have a huge amount of knowledge for NHS GP practices. As well as preparing my accounts and tax returns they provide additional services such as financial management. They have helped me on a number of business matters such as capital gains, budgets and forecasts. Pete and his team make things straightforward and easy to understand. They also helped us streamline the day to day bookkeeping by use of IT and have always been on hand for support and advice any time. I would not hesitate to recommend them as accountants especially to GPs. In the current NHS you need the best accountant that you can find who know what they are talking about. You will find that in the team at MC.  

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