BusinessExit Planning

Our team can help exiting shareholders ensure a smooth transition, an optimal business valuation and no unwanted tax or succession surprises.

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Exiting a business that you have spent years, perhaps decades, growing into a successful enterprise is an exciting but complex and emotionally arduous process. This is why consulting with an independent financial adviser when planning your exit is so important.

Our advice helps exiting shareholders ensure a smooth transition into the next chapter of their lives.

This can involve tax-efficient investments pre- and post-sale, consideration of pension contributions, and cashflow modelling to optimise personal income.

How Shorts can help you plan the right exit

Our team of advisers, along with our Corporate Finance and Tax specialist colleagues, bring objectivity and unrivalled expertise to your exit planning, including a comprehensive analysis of your personal finances and the state and valuation of the business.

Our independent status ensures that our advice is focused solely on your best interests and your business.

Financial Planning: Our team will help you make sense of even the most intricate financial considerations, including tax and wealth preservation, to ensure your exit plan meets your needs.
Business Valuations you can trust: The Shorts Corporate Finance team will work with you to determine an accurate, independent valuation, helping you understand the true value of your business and how to improve that.
Risk Management: Are there any potential legal, financial or operational risks relating to your exit, whether to you personally or the business? If so, our team will identify these risks and provide practical advice on how to mitigate them.
Choosing the right Exit Strategy: There are many ways to exit a business, each with unique pros and cons. The Shorts team will help you find the most suitable and beneficial route, whether selling the business, passing it on to family, or other options.
Tax Planning: Our advisers will provide guidance on how to minimise the tax impact of your exit, taking into account capital gains tax, Inheritance Tax, and other relevant taxes.
Succession Planning: If your exit plan involves passing the business to family members or key employees, we will assist you in addressing all key areas of consideration.