Consultation
Business Owner Exit Planning
Pre-sale and succession consulting for owner-managers who need personal wealth advice alongside company exit timing.
Quote-based after discovery
Request this consultation
When a trade sale, management buyout, or family succession is on the horizon, personal tax wrappers, pension funding, and lifestyle cash-flow often lag behind the corporate timetable. We work beside your corporate finance adviser and accountant to align personal extraction with the deal calendar.
Typical work: extraction modelling before and after completion, pension contribution windows, and a personal investment policy once proceeds arrive.
Exclusions: we do not negotiate sale terms or value the company.
Enquire via contact with a brief on expected timing and whether proceeds will fund retirement or a new venture.