Business Succession and Exit Strategies

Is Your Business Future-Ready?

Whether you’re planning to retire, hand over the reins to a family member, or sell your business, having a clear succession plan or exit strategy is essential to ensure a smooth transition, protect your legacy, and maximise the value of your business.

At Forrester Boyd we specialise in guiding owner-managed and family businesses through the complexities of succession planning and business exits. From leadership transitions to tax-efficient exits, we’re here to help you make the right decisions at every step of the way.

Why Succession Planning Matters

For many business owners, the future of their company is personal. 70% of family businesses don’t survive the transition to the second generation, often due to a lack of formal succession planning. Without a strategy in place, businesses can face uncertainty, financial losses, and internal conflicts.

With recent changes to CGT and IHT, it has never been more important to plan for your succession and ensure you mitigate your tax exposure.

With a proactive succession plan, you can:

Ensure business continuity and protect jobs.
Manage tax liabilities to preserve your wealth.
Minimise risks of family disputes or leadership gaps.
Maintain control over the future of your business.

Let us help you secure your legacy and plan for the future today.

Talk to us today

We provide tailored solutions based on your business’s unique needs, whether you’re planning to transition leadership or preparing for a profitable exit.

Our Comprehensive Succession Planning Services Include:

At Forrester Boyd we know that every business is unique. That’s why our approach to succession and exit planning is completely customised to your needs. Here’s how we help:

Exit Strategies Tailored to Your Goals
We help you explore options, from mergers and acquisitions to family succession, management buyouts, and employee ownership trusts. Every business is unique, and we’ll work with you to find the approach that best suits your personal and professional objectives.

Business Valuation & Financial Health Analysis
Understanding your company’s financial standing is essential to maximising value. Our accountants provide detailed valuations and insights into financial optimisation, ensuring your succession plan aligns with your business's value and market conditions.
Tax Efficiency & Estate Planning
Tax planning is pivotal in succession planning. Our specialists work to minimise tax liabilities, help create trusts, and advise on estate planning, ensuring that wealth transfer is smooth, tax-efficient, and in line with your legacy goals

Business Succession Planning

Succession planning is not just about retirement - it's also preparing your business for any eventuality. Whether you're looking to step back gradually or make a clean break, having a clear strategy in place is essential.

As an owner-manager, you have poured your heart and soul into building your business, so it is critical that you understand what comes next. A well-planned exit strategy or succession plan is crucial for ensuring the continued success of your company and securing your financial future.

Look no further than our new Business Succession Planning guide and get in touch to see how we can help today.

Download Our Guide

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Ready to Start Your Succession Plan?

Don’t leave the future of your business to chance. Whether you’re looking to pass the business to family, sell to employees, or explore other exit strategies, Forrester Boyd is here to guide you every step of the way.

Start your succession journey