Building a Successful Exit Strategy for Professional Services Owners

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.