Business sales and liquidity events
We specialise in helping business owners prepare for and navigate liquidity events, ensuring the wealth you’ve created is secured, protected, and aligned with your long-term goals.
Planning ahead of the sale
For many entrepreneurs, the sale of a business is the culmination of years of vision, dedication, and sacrifice. It’s often the most significant financial event of your life - yet amidst the focus on negotiations, due diligence, and achieving the best deal, it’s easy to overlook the personal financial planning required both before and after the sale.
The best outcomes often begin years in advance. With early planning, we help you:
Consider ownership structures that may improve tax efficiency and support long-term family planning.
Model your post-sale lifestyle and cashflow needs, ensuring the proceeds of a sale will provide the freedom and security you’re aiming for.
Integrate intergenerational wealth planning, so that wealth created through the business can benefit your family for decades to come.
At the point of sale
When the transaction completes, it’s natural to feel pressure to “do something” with the proceeds. Our role is to make sure you avoid unnecessary risks or hasty decisions by:
Prioritising the security and preservation of your proceeds.
Providing a structured framework for managing your new wealth.
Taking time to step back, evaluate options, and create a thoughtful investment strategy rather than rushing into commitments.
Post sale wealth strategy
Once the dust settles, we work with you to:
Develop a bespoke investment plan, focused on diversification, risk management, and your long-term objectives.
Ensure your wealth is aligned with your lifestyle ambitions, whether that’s early retirement, philanthropy, or new ventures.
Put in place robust estate and inheritance planning, so that wealth can be transferred efficiently and securely to future generations.
Provide ongoing guidance and coaching, giving you clarity and confidence in your new chapter of life.
Why financial planning matters as much as the sale itself
Business owners naturally devote their energy to securing the right deal terms, buyer fit, and legacy. But too often, the financial planning side is left until after the event - when opportunities for structuring and tax efficiency may already have passed. By working alongside you and your advisers well in advance, we make sure your personal and family outcomes are every bit as successful as the transaction itself.
The benefits of working with us
Early structuring for tax and wealth preservation
Peace of mind that sale proceeds are secure
Avoiding rushed or reactive investment decisions
A joined-up plan covering lifestyle, family, and intergenerational needs
Confidence that your life’s work will translate into lasting financial security
Turn your business sale into lasting financial security with the right strategy.
