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Business exit and succession planning
Plan your exit with clarity. Protect your legacy.
Whether you're thinking of retiring, selling your business, or passing it on to the next generation, a well-planned exit strategy is essential.
At JMT Chartered Accountants, we help business owners plan for the future with tailored advice that balances financial goals, tax efficiency, and long-term continuity.
Why Exit Planning Matters
Exiting a business is one of the most significant financial and emotional decisions an owner will make.
Without careful planning, you risk:
❗Unnecessary tax liabilities
❗Missed opportunities to maximise business value
❗Disruption to staff, clients, or family stakeholders
Early planning gives you time to build value, reduce risk, and exit on your terms.
Our Exit and Succession Services
We guide you through every stage of the process, with tailored advice aligned to your goals and timeline:
✅ Business Valuation and Exit Readiness
We assess your current position and help identify ways to improve business value ahead of a sale or handover.
✅ Succession Planning
Support with family succession, management buyouts, and third-party sales — including timelines, roles, and transitional planning.
✅ Tax Planning
Advice on how to structure your exit tax-efficiently, including the use of Business Asset Disposal Relief and Inheritance Tax mitigation (within the scope of accountancy services).
✅ Due Diligence Preparation
We help you get your business ready for external scrutiny — reviewing financials, systems, and documentation to give confidence to potential buyers or successor
✅ Financial Forecasting and Cash Flow Planning
We model post-exit scenarios from a business perspective to support decision-making and future planning
✅ Collaborative Working with Advisers
We work closely with your solicitor or independent financial adviser to ensure a joined-up approach to succession, exit, and personal planning.
Why Work With JMT?
We bring a strong background in audit, tax, and commercial advisory. We understand what buyers, investors, and successors look for and how to help you meet it.
✔️ Tailored Exit Plans
We take time to understand your business, your goals, and your future. Every plan is bespoke, shaped around your timing and personal objectives.
✔️ Tax-Focused Structuring
We help you exit efficiently by making full use of available reliefs such as Business Asset Disposal Relief while managing your tax exposure with care.
✔️ Prepared for Due Diligence
With years of audit experience, we know what due diligence teams examine. We will help you prepare accurate financials and well-organised records to build trust and avoid surprises.
✔️ Clear Financial Forecasting
We provide financial models to show what your business is worth and what you could walk away with under different scenarios.
✔️ Joined-Up with Your Advisers
We work closely with your solicitor and financial adviser to ensure your exit is seamless, coordinated, and professionally managed.
✔️ Joined-Up with Your Advisers
We work closely with your solicitor and financial adviser to ensure your exit is seamless, coordinated, and professionally managed.
Ready to Plan Your Exit with Confidence?
Whether you're planning to retire, sell, or hand over your business, we’ll help you prepare properly, structure it tax-efficiently, and move forward on your terms.