Business Succession Planning 

You’ve worked hard to build your business. We can help improve your succession and optimise its value whether it’s sold to your family, management team or an external buyer.

If desired, we can ensure you retain control after the handover.

Services for Sellers

Finance, Tax, Estate Planning and Succession Advice

• Searching for and identifying buyers.
• Financing the incoming management so you can receive more value from the succession.
• Creating employee ownership trusts.
• Tax structuring to reduce your taxes across:
  • Pensions
  • Capital Gains Tax (CGT), including Business Disposal Relief and Enterprepreneurs’ Relief.
  • Inheritance Tax
  • Gift Holdover exemptions – to claim relief from CGT.
• Identifying changes necessary for a successful succession.
• Helping you select new key individuals and ensuring their new share equity aligns with the value they create.

Services for Buyers

Finance, Tax and Operations Advice

• Finance Advice
  • Raising funding.
  • Reducing and hedging debt risks.
  • Cashflow analysis
• Tax Advice
  • Tax structuring.
  • Share transfer – tax and equity optimisation for those obtaining new shares.
  • Employee share schemes.
  • Optimising benefits in kind.
• Operational Transition Advice
  • Post-purchase integration.
  • Enabling new staff to focus on the business.
  • Upskilling to ensure competency in the new role.
  • Improving leadership skills and behaviour.
  • Reducing keyman risks.

Your Helping Hand

As well as providing technical/financial advice, we’ll help steer you stay focused on your objectives.

Johnsons, More Than Chartered Accountants

We’re committed to financial excellence. And you can count on our experience.

• We are a full-service, mid-sized firm of Chartered Accountants (70 staff). We have the resources to meet your succession planning requirements – and are small enough to care. We’ve currently the staff and expertise to rapidly complete your succession planning.
• You’ll receive comprehensive, tailored succession planning advice – for your specific needs.
• Our overheads are significantly less than those of a typical central London firm.

Next Step

Contact us today to start your successful succession planning and reduce your risks and taxes. You’ll be pleased you did.