Exiting a professional services business is about far more than finding the right buyer. Whether you are considering a trade sale, management buyout, employee ownership trust, or internal succession, careful planning is essential to maximise the value of your business, meet regulatory obligations and secure your personal financial future.
In this recorded webinar, Laura Willis and Luke Wilkins provide practical guidance on the legal, commercial and succession planning considerations involved in exiting a professional services firm. The session explores the options available to business owners and partners, alongside the personal estate planning considerations that should form part of any successful exit strategy.
Designed for owners, partners and advisers to professional services firms, this webinar offers strategic insight into planning a successful transition while protecting both your business and your long-term legacy.
What you will learn:
- The key exit options available to professional services firms, including trade sales, management buyouts, employee ownership trusts and internal succession.
- How succession planning differs for LLPs and limited companies.
- The regulatory approvals, professional obligations and run-off considerations that can arise during an exit.
- The role of wills and estate planning in protecting business owners and their families.
- How to structure succession plans to maximise Business Property Relief and mitigate inheritance tax where appropriate.
- Practical strategies for preserving wealth and planning for the next generation following an exit.
- The importance of aligning corporate, legal and personal planning to achieve the best possible outcome.
Got A Question For Our Experts?
Share it with us in advance and help shape a discussion that’s relevant to you.
0161 941 4000
More Myerson Events and Webinars
17
Insolvency Sale Transactions Under the Microscope
Practical insight into connected-party sales, pre-pack administrations, deal financing and defensible office-holder decisions. Insolvency sale transactions can present complex legal, commercial and practical challenges, particularly where connected parties, valuation issues or alternative financing arrangements are involved. Join Myerson...
View Event
Co-Parenting After Separation: A Webinar with Marcie Shaoul
In this session hosted by the Myerson Solicitors Family Team, Marcie Shaoul (founder of The Co-Parenting Method ) shares practical insights into reducing conflict, improving communication and supporting separated families to put children's wellbeing first. Whether you're a family solicitor, barrister, mediator, therapist, counsellor or other...
Watch Webinar
Updates on AI for In-House Counsel: Managing Risk and Responsibility
Artificial intelligence (AI) is transforming how businesses operate, bringing new opportunities alongside significant legal, regulatory and commercial risks. In this webinar, Myerson Solicitors' Commercial , Dispute Resolution and Employment Law specialists provide practical guidance for in-house counsel on managing AI governance, contractual...
Watch Webinar
Succession Planning for Business Owners: Protecting and Growing Your Wealth
Succession planning involves much more than deciding when to sell or step away from a business. The right legal, tax and wealth planning can help business owners maximise value, manage risk and protect their long-term interests. In this webinar, specialists from Myerson Solicitors and MHA discuss the practical considerations at each stage of the...
Watch Webinar
28
Restrictive Covenants: Managing Risks When Key Employees Move On
Leaving a business or facing the departure of a key employee? Learn the risks, rights and remedies in restrictive covenant disputes. When a senior employee leaves, both the individual and the business can face difficult questions about restrictive covenants, client relationships and post-termination obligations.
View Event
Employment Law Autumn Update
With significant employment law reforms approaching, employers need to understand not only what is changing but also the practical steps they should be taking to prepare their organisations. In this webinar, Myerson’s Employment Law specialists discuss the latest legislative developments, employment law reforms and key case law affecting UK...
Watch Webinar
Laura Willis
Senior Associate
Laura advises individuals, families, business owners, personal representatives and trustees in relation to Wills, Trusts, Estate Planning and Probate.
Her work has a particular emphasis on high-value estate matters involving international assets, complex tax considerations and sophisticated trust structures. She also acts in cases where Myerson Trust Corporation has been appointed as Independent Administrator, often involving disputed beneficiaries and sensitive family dynamics. Taking a practical and pragmatic approach, she focuses on clear communication, early issue resolution and proportionate decision-making to minimise conflict, control costs and progress matters efficiently while protecting the interests of the estate.
About Laura Willis