Business Succession Planning

Management Buy-out Structures

We advise on structuring management buy-outs that allow existing management teams to acquire the business from the founding shareholders, using debt financing, equity rollover, and vendor financing arrangements.

Family Business Continuity

For family businesses, we design share structures, shareholder agreements, and trust arrangements that ensure the business passes to the next generation without triggering disruptive shareholder disputes or tax charges.

Buy-Sell Agreements

For multi-owner businesses, we draft buy-sell agreements funded by life insurance that provide a clear and funded mechanism for the surviving owners to purchase a deceased or retiring owner's shares at a pre-agreed valuation.

Tax Efficient Exit Structures

We advise on pre-exit corporate restructurings, entrepreneur relief, and offshore holding structures designed to minimise capital gains tax on the sale of a business, whether to a trade buyer, private equity, or family members.