Is there a return on investment for planning your succession properly?

A Case Study

The Results

Before £5.4MM
After £15MM
Value-added £9.6MM

Professional planning and implementation almost tripled the value of this client’s company in 24 months!

  • He Saved £900,000 in capital gains taxes
  • Developed an estate plan that saved over £1 million in estate taxes
  • Dramatically increased the value of his company


Exit Plan and VTR £6,500
Value Enhancement Plan £6,000
Financial Plan £4,000
Valuation £1,500
Tax Plan £20,000
Implementation Help £38,000
Total Costs £76,000


Captial Gains Tax Saving £900,000
Value Enhancement £9,600,000
Estate Tax Savings £1,000,000
Peace of Mind Priceless
Total Return £11,500,000

That’s a 151 to 1 return on his investment!!! Not all successions are as successful and get such high returns but you can reasonably expect a 10 to 1 return

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How to sell your business and accomplish your goals

You will learn... What it takes to devise a successful business continuity strategy

Who knows what the future holds? If you need to sell your business in a hurry, do you have a plan in place to make sure you get a good return? Will your employees be able to keep their jobs? Will your clietns remain satisfied after your departure? Will your shareholders be adequately remunerated?

You will learn... How to maximise the sellability of your business

Will you have enough money to live comfortably after you sold your business? We help you look at your business from a buyer’s point of view and we help you minimise taxes.

You will learn... How to use your business to achieve your life long personal goals

The net proceeds of the sale of your company should help you to achieve your dreams for a life after business. We will use a real business case to demonstrate what good planning can achieve for your company.