Navigating Your Retirement Sale: A Strategic Guide


Embarking on the journey of selling your business ahead of retirement requires not just careful planning, but also the expertise of a team of professionals, led by your corporate finance advisors. In this guide, we’ll explore some of the key considerations when developing your business exit strategy, highlighting how the involvement of our team at Logros Advisory Partners can amplify the success of each step.

1. Considering Readiness For Sale

 The importance of starting a process as early as possible cannot be understated. By planning ahead and working with your corporate finance advisor, it will ensure that you give yourself the best possible opportunity to maximise the value of the business. We will review the key drivers of value in your business and work with you to ensure that these are optimised ahead of a sale process.

2. Timing of the Sale

Navigating the nuances of timing a business sale can be complex, but with our experienced team of corporate finance advisors at Logros, you will benefit from our market insight. We can guide you on the optimal timing based on your own personal requirements, external factors, industry trends and the performance of your business.

3. Exploring Sale Options

We can provide valuable insights into the wide variety of options when it comes to selling your business. Whether selling to the Management Team (via MBO), employees (via a sale to an EBT), passing the business to family members, or engaging external trade or private equity buyers, we can help you to evaluate the pros and cons of each option. Our guidance ensures that the chosen path aligns seamlessly with your goals, values and vision for the future of the business.

4. Maximizing Business Value

Our team of skilled, experienced corporate finance advisors bring a wealth of knowledge to the table when it comes to maximising the value of your business. Our expertise in identifying and enhancing key value drivers, adopting a tailored approach to marketing the business for sale and driving the process through to completion, ensures your business is positioned to achieve the optimal sale price.

5. Succession Planning for a Smooth Transition

Succession planning is simplified with the guidance of our experienced team of corporate finance advisors. We can assist in identifying and developing potential successors within your organisation or family, ensuring a seamless leadership transition. Our expertise in navigating the complexities of succession planning provides assurance to you and continuity in the business, giving a potential acquirer confidence in the sustainability of growth post-sale.

6. Driving the Process

 An essential part of the role of a corporate finance advisor is driving the process through to a timely completion.  The whole process is carefully project-managed and ensures that the team responsible for running the business can focus on this primary goal.  It is essential that the business continues to perform well throughout the process in order to maximise sale value.

7. Success Stories

Our advisors bring a wealth of experience through the success stories of completed deals for our clients. The wisdom gained, coupled with our strategic guidance, sets the stage for your own successful transition.


Embarking on a retirement sale is a significant undertaking and partnering with a firm of skilled, experienced corporate finance advisors ensures you undertake this process in the best possible hands. Our expertise provides a crucial edge, from assessing the readiness for sale to navigating the intricacies of deal type, timing, value maximisation, succession planning and post-sale matters.

By engaging with corporate finance advisors, you enhance the likelihood of a successful retirement sale and gain confidence in the strategic decisions that will shape your business legacy.

  • Chris Evans

    Chris is a corporate financier with over 20 years of experience in business sales, MBOs, acquisitions and fundraising (debt and equity) transactions. Chris was previously a partner for 11 years at Ballard Evans Corporate Finance, a leading independent regional corporate finance boutique.