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How to Transition Out Without Losing Key Clients
One of the biggest fears business owners face when planning their exit is simple but serious: what if my clients leave when I do? It’s a valid concern. For many SMEs, client loyalty is built on personal relationships developed over years of service and trust. When those clients sense a change in ownership or management, uncertainty can set in — and uncertainty is rarely good for retention. The good news? With the right planning and communication strategy, you can transition o


Why You Should Start Exit Planning Three Years in Advance
Most business owners think about selling far too late. Often, the decision comes after a tough year, a health scare, or simple burnout — when time is short and options are limited. But the most successful business exits are never rushed. They’re the result of planning, preparation, and small, smart decisions made over several years. That’s why we recommend starting the process at least three years before you intend to exit. Here’s why that extra time makes all the difference


Why the Smartest Owners Run Their Business as If It’s for Sale
The smartest entrepreneurs operate as if a buyer could walk in today. They don’t wait for the “for sale” moment they build value every day.


Tax Planning Strategies for Business Exits
Selling your business can be one of the most rewarding moments of your career — both financially and personally. However, without proper planning, a significant portion of your hard-earned value can be lost to tax. Effective tax planning is not about avoidance; it’s about foresight, structure, and timing. By preparing early, you can often reduce liabilities, enhance net proceeds, and ensure a smoother transition. At ExitPlanning.co.uk , we help business owners prepare for sal


The Importance of Clean Financial Records in Exit Planning
When it comes to selling a business, perception and confidence drive value. Buyers, investors, and advisers all base their decisions on trust in the numbers. Clean, credible financial records are not just a compliance requirement — they are one of the most powerful tools for maximising your sale price and minimising deal friction. Why financial clarity matters before a sale Your accounts tell the story of your business. When those records are accurate, consistent, and profess
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