Exit & Succession Planning
Secure your legacy. Prepare for what’s next.
At McMillans, we understand that exiting your business—whether by sale, retirement, or transition to the next generation—is one of the most significant milestones in your professional life. Effective exit and succession planning is key to preserving the value you’ve built, minimising tax, and ensuring a smooth transition for you, your family, and your stakeholders.
Why plan ahead?
Too often, business exits are reactive rather than strategic. Without a clear plan, you may face:
Loss of business value
Tax inefficiencies
Disruption to operations
Disputes between successors or stakeholders
We help you avoid these pitfalls with a proactive, well-structured approach tailored to your goals and circumstances.
Our exit and succession planning services include:
Business Valuation & Readiness Reviews: Understand the current value of your business and what steps are needed to maximise it for sale or handover.
Family Business Succession: We guide intergenerational business transfers with fairness, clarity, and professionalism—helping you protect both relationships and wealth.
Exit Strategy Design: Whether you're planning a trade sale, management buyout, merger, or wind-down, we help you choose the right path and navigate each step.
Tax Planning & Asset Protection: We structure your exit to be tax-efficient while safeguarding your personal and family wealth.
Stakeholder & Employee Planning: Succession isn’t just about ownership—it’s about people. We support conversations around leadership transitions, shareholding options, and staff continuity.
Legal & Compliance Coordination: We collaborate with your legal team to ensure agreements, structures, and documentation align with your goals and responsibilities.
Plan now. Benefit later.
Exit and succession planning isn’t something to leave to the last minute. Ideally, the process should begin 3–5 years before your anticipated departure, giving you time to enhance business value, train successors, and ensure a seamless handover.
Whether you’re retiring, selling, or stepping back, McMillans will work with you to protect your legacy and give you peace of mind about the future.
Let’s Start the Conversation. Contact McMillans today to schedule a confidential consultation and take the first step toward a successful and stress-free exit.
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