Blog
Investments Retirement Estate Planning Insurance Protection Inheritance Taxation
Sell once. Keep more. Retire confident.
Amy Woolliscroft30th September 2025
If that sounds good, read on…
As a business owner, you often focus on growth, innovation, and the day-to-day operations of your enterprise. While these elements are crucial for success, one area that can be overlooked is the importance of having a well-defined exit strategy.
Part of our advice team, Chartered Financial Planner, Joe Moricca MSc AFPS, says: “An exit strategy serves as a roadmap, guiding you through the eventual transition of your business, whether that means selling it, passing it on to family, or closing it down. Understanding the value of an exit strategy can significantly impact your long-term success and financial stability.”
At Accession, we believe a successful business exit comes down to three things:
· Knowing your ‘enough’ – is it the right time and valuation to get the deal across the line
· Designing the practicalities of the exit alongside your financial planner and accountant to ensure no reliefs are missed, tax implications are mitigated, and buyer confidence is maintained
· Protect and pass it on - putting the right structures in place so more of the business’ value passes to the next generation
The goal is to ensure that when the time comes for you to step away, you do so with minimal disruption to both your personal life and the business itself, with long-lasting financial security for you and your family.
Joe continues: “We know that for many owners, the business they've built represents not only a source of income but also their legacy. An exit strategy allows you to determine how that legacy will be preserved. Whether you plan to transfer ownership to family members or sell to a trusted employee, having a clear plan can ensure that your values and visions for the company continue long after you leave.”
To book an appointment with Joe, or one of our other financial advisers, please call 01832 279170 or email accession@sjpp.co.uk
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
SJP approved 30/9/2025