Time is Money: Don’t Wait! Seek Tax Advice Before Selling Your Business

Introduction: The thought of selling your business can be both daunting and exciting as it is often the culmination of years of hard work, dedication and investment. Yet, amidst all the practical planning, excitement and for many the opportunity for financial freedom, the importance and significance of comprehensive tax planning can often be overlooked and …

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Maximising Client Value: The Synergy Between Corporate Finance Advisors and Wealth Managers

In the complex world of financial services, collaboration often leads to innovative solutions that benefit clients across the board. One such collaboration that holds immense potential is the partnership between corporate finance advisors and wealth managers. Having worked for 15 years in the wealth management industry and now being heavily involved in helping business owners …

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Mastering the Art of Framing: A Holistic Approach to Personal Growth and Exit Planning

In the intricate dance of decision-making, our perceptions shape the reality we navigate. One powerful tool in this cognitive toolkit is framing—the art of presenting and interpreting information. Whether seeking personal fulfilment or navigating the complexities of exit planning in the corporate world, understanding and applying various framing techniques can be a game-changer. In this …

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Considerations for Selling Your Business in 2024: Insights from a Successful Investor

Having weathered the events of the past few years, business owners are still facing a multitude of challenges, from inflationary pressure and skills shortages to increased governance requirements. Recent research* found that more than half of entrepreneurs surveyed would consider selling their business in the next 12 months. Getting “Deal Ready”: Preparation for Business Sale …

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Exiting Your Business in The Next 10 Years? When Should You Use Fractional Finance Experts?

It’s easy to get caught up in the excitement of starting and running a successful business, but one critical aspect is often overlooked: exit planning. Of course, every owner dreams of achieving a prosperous exit, but many get too busy to sort out the finances. This short article will examine why you should address your …

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5 key reasons to have a wealth manager pre and during a business exit transaction

We have conducted research with the ICAEW’s Corporate Finance Faculty, the Law Society’s Research Unit and dealt with hundreds of entrepreneurs through their exit. The consistent findings are that personal wealth decisions should be made well before completion for maximum benefit.  Much of the opportunities are lost once you’ve exited. Here are our 5 most …

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Empowering Business Owners: Choosing the Right Corporate Finance Advisor for Your Family Business Sale

As a family business owner, you’ve dedicated years of hard work and commitment to building a legacy. Now, you’re facing a pivotal moment: the decision to sell your family business. Navigating this complex process can be daunting, but you can confidently move forward with the right corporate finance advisor. Understanding the Role of a Corporate …

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Succession Planning and the Role of Coaching in Ensuring Effective Leadership Transition

Succession planning is a critical strategic process within companies that aims to identify and develop a pool of talent capable of assuming key leadership positions when they become vacant. This multifaceted practice involves various elements, such as identifying high-potential individuals, nurturing their skills and competencies, and creating a smooth transition when leadership changes occur. In …

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