Pre-Exit Tax Planning for Business Owners
Strategic tax planning for business exits and disposals. Maximize your after-tax proceedsthrough careful planning and optimization of available reliefs and structures.
Why Pre-Exit Tax Planning Matters
Effective planning can significantly increase your net proceeds from a business exit
Maximize After-Tax Proceeds
Strategic planning to minimize tax on business disposals and maximize your net proceeds.
Optimal Timing
Careful timing of exits to take advantage of tax reliefs and minimize overall tax burden.
Risk Mitigation
Reduce tax risks and ensure compliance throughout the exit process.
Strategic Flexibility
Maintain flexibility in exit options while optimizing tax position.
Key Tax Planning Strategies
Multiple strategies available to optimize your exit tax position
Business Asset Disposal Relief (BADR)
Optimize eligibility for reduced capital gains tax rates on business disposals
Potential Benefit
Up to 20% reduction in capital gains tax rate
Investor Relief
Utilize investor relief for external investors in qualifying companies
Potential Benefit
Reduced CGT rate of 10% on qualifying gains
EIS/SEIS Deferral Relief
Defer capital gains through qualifying EIS or SEIS investments
Potential Benefit
Indefinite deferral of capital gains tax
Offshore Structuring
Strategic use of offshore structures for international businesses
Potential Benefit
Potential elimination of UK capital gains tax
Common Exit Scenarios & Tax Planning
Tailored strategies for different types of business exits
Trade Sale to Strategic Buyer
Sale of business to industry competitor or strategic acquirer
Key Considerations
Tax Optimization
Private Equity Exit
Sale to private equity or financial buyer
Key Considerations
Tax Optimization
IPO or Public Listing
Initial public offering or listing on public markets
Key Considerations
Tax Optimization
Management Buyout (MBO)
Sale to existing management team
Key Considerations
Tax Optimization
Pre-Exit Tax Planning FAQs
Planning Timeline is Critical
The earlier you start planning, the more options available to optimize your exit
Optimal Planning Window
Maximum flexibility for restructuring, qualifying for reliefs, and implementing sophisticated strategies.
Limited Options
Some planning opportunities available but limited by timing constraints and qualifying periods.
Minimal Planning
Very limited options available. Focus on optimizing deal structure and immediate reliefs.
Maximize Your Exit Value
Don't leave money on the table. Schedule a consultation to review your exit planning options and optimize your tax position.
Book Consultation
Expert Exit Planning Services
Our pre-exit tax planning expertise combines ICAEW professional qualification with extensive experience in business disposals and exit strategies. We maximize your after-tax proceeds through strategic planning.