Planning an exit from a professional services business involves far more than simply finding a buyer. Whether you are considering a trade sale, management buyout, employee ownership trust, or gradual internal succession, careful legal, corporate and personal planning is essential to maximise value and protect your long-term interests.
Join Myerson Solicitors’ Corporate and Wills, Trusts & Probate teams for a practical webinar exploring the key legal, tax and succession considerations involved in exiting a professional services firm.
This session will provide strategic and practical guidance for owners and advisers of professional services businesses including law firms, accountants, architects, surveyors and business consultants.
Why attend?
Corporate and Commercial Considerations
- Trade sales and how exits differ for LLPs and limited companies
- Management buyouts and phased internal succession
- Employee Ownership Trusts (EOTs)
- Regulatory approvals, consents and professional obligations
- Run-off cover and other key exit considerations
Succession and Estate Planning
- Wills for business owners in professional services firms
- Structuring wills to maximise Business Property Relief and mitigate inheritance tax
- Pre-exit succession and estate planning
- Post-exit wealth preservation and succession planning
Who is this session for?
- Owners and partners of professional services firms
- Law firms, accountants, architects, surveyors and consultants
- Professional advisers to business owners
- Individuals considering succession or exit planning options
- Finance, tax and wealth advisers working with professional practices
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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