Plan well, to live well, Chartwell.

Business disposal & succession planning

For anyone with their own business there will almost certainly come a time when they will start thinking about retiring, no matter how much they love the company they created.

At that point it’s important to work with advisers like ourselves who have experience of dealing, in collaboration with your accountants, with the complex issues that may arise.

You may be seeking a trade sale, to sell it to people who work there, or pass it on to your children as a going concern.

Whatever your intention, there will be a significant effect on your future financial plans in terms of your cash situation, and there will also be significant tax implications.

We have the knowledge to handle all these complicated matters and resolve them in your interests, working closely with your other professional advisers.