Expert advice on succession planning and exiting your business

If you’ve invested in making your business a success, protecting your longer-term interests and having a plan for your succession should be top of your agenda.

Selling a business can be a complex process, so the more preparation done in advance, the better the outcome often is in terms of valuation, timing and costs. Many business owners are naturally reluctant to spend much time preparing for their exit without a deal in place, but those who do are far more likely to achieve the desired outcome.

We have considerable experience in succession planning, and working cross-team to help you with exiting your business. We will work with you to find the right solution.

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Main Areas Of Practice

Considering your options

Blake Morgan can advise on your options, such as a trade sale, management buyout, employee ownership or flotation and help you reach a decision. We will work directly with you, your management team or your other advisers in reaching the right outcome.

Valuing your business and structuring a deal

In addition to a formal business valuation, owner-managers are increasingly undertaking a financial modelling exercise to determine how to achieve their personal financial goals. Blake Morgan works closely with your other advisors to determine business values and help with forecasting.

Assisting with due diligence

It is increasingly common for buyers to request enhanced due diligence reviews. Blake Morgan has developed a specialist online ‘data room’ platform which we use on all deals to provide information to buyers. We can perform a health-check across your business to review any records that may not be up to date and identify potential due diligence issues.

Building your legacy

Our legal experts advise on how to look after you and the next generation of your family using trusts or family investment companies. We also advise on making gifts during your lifetime, charitable giving and other investments that can be made along the way, to enjoy some of your hard-earned wealth.

Protecting your legacy

You should not put off making a Will or updating an existing Will particularly when circumstances change such as on a business exit. We can help you by drafting or updating your Will and Lasting Power of Attorney as necessary, to reflect your change in circumstance.

Our Clients

We act for a range of business owners and entrepreneurs at every stage of their business journey.

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