Business Sale & Exits
Business Sale & Exits
Selling or exiting a business is a defining moment, the structuring decisions made in the years before the sale, and the planning around the proceeds afterwards, determine how much of the value you actually keep. We help UK business owners plan the exit, the tax position, and the destination of the proceeds.
What we do
- •Pre-sale structuring to optimise the tax position on exit
- •Coordination with corporate finance advisers, accountants, and solicitors
- •Family investment company (FIC) and trust planning for post-sale proceeds
- •Inheritance tax planning around the cash event
- •Succession structuring for transfers to family or partners
- •Ongoing planning after the sale, as the proceeds become part of the wider estate
Who it's for
- •Founders considering a third-party sale or trade exit
- •Business owners weighing an MBO or partner buy-out
- •Owners planning a family transfer or intergenerational succession
- •Anyone who has just sold a business and needs to plan around the proceeds
Common scenarios
Trade sale on the horizon
An offer is in play or expected within 12-36 months. Structuring decisions made now shape the proceeds you keep. We work with your corporate finance team on the tax and post-sale picture.
MBO or partner buy-out
Transferring the business to a management team or partners often runs through company structuring, share buybacks, and EBT considerations.
Post-sale wealth planning
The business sale has completed and the proceeds now sit in the estate. We help structure the cash through a Family Investment Company, trusts, or other vehicles aligned to your succession plan.
Frequently asked questions
When should I start planning the sale?+
The most useful structuring decisions are made 2-3 years before a sale. Some planning is still possible closer to the event, but earlier engagement unlocks the biggest options.
Does Tardi Group act as a corporate finance adviser or broker?+
No. We do not source buyers, broker deals, or advise on transaction valuation. We focus on structuring the business and the proceeds for tax efficiency and succession, working alongside your corporate finance adviser.
What happens to the proceeds after a sale?+
Post-sale, the cash typically sits inside the estate and becomes inheritance-tax exposed. We help structure it, often via a Family Investment Company or trust, so future growth sits outside the estate and the family retains control.
Is sale and exit planning FCA-regulated?+
Pure structuring, tax planning, and estate planning are not FCA-regulated activities. Where regulated investment advice is needed for the proceeds, we coordinate with FCA-regulated advisers.
How do I get started?+
Book a consultation to discuss the business, the timeline you are considering, and the outcomes you want for yourself and your family. We will set out what good planning looks like for your situation.
Next steps
Explore our tools with calculators and quizzes to help you assess your situation.
Learn more about how we work.
Disclaimer
For UK consumers only. Tardi Group Ltd is not FCA authorised as a firm. Tardi Group Ltd is not authorised or regulated by the FCA. Information is general and not personal advice. Personal recommendations (where applicable) only after full review and signed client agreement. We may work with FCA-regulated advisers where required.