You’ve indicated that you are considering selling or exiting your business.

There are so many things to consider, both practical and emotional. It’s important to start the process as early as possible, and when you do, we can support you every step of the way.

Owning, building, and running a business is hard work and time consuming, you may have complex finances and little time to dedicate to them. You’re building a legacy that can give you and your family financial freedom and financial planning is vital to this.

You might think you don’t need a financial plan in place until after you’ve sold the business. However, you need to be clear on the amount you need to sell your business for, in order to live the life you want without running out of money. Knowing this can change the dynamics of a business sale.

With our experience and financial expertise, we can guide you through the process of selling your business, covering every aspect of getting your business ready for a sale and how you can maximise your financial position as part of the exit, considering wider tax planning and ensuring you are using all available tax allowances and reliefs.

There are a number of important questions and considerations:

  • how do I plan, and structure my finances in the best way possible?
  • what do I need in place to protect my business’ value for my family?
  • when can I realistically stop working and exit the business?
  • can I exit the business sooner – for what price do I need to sell my business?
  • how do I transfer my business wealth into personal wealth?
  • what am I going to do after the sale?
Man working from beach using laptop | Magus Wealth

How Magus Wealth can support you when you sell your business

“When I was selling my business I felt overwhelmed, there was so much to consider. Jamie’s help and guidance has been invaluable and he helped me both on a professional and personal level, and I’m now lucky enough to be enjoying early retirement and spending more time with my family.”

Carl Taylor, Magus Wealth client since 2017

A bit more about Magus Wealth

Personalised advice

We’ll listen, understand your goals, and create a bespoke plan for you and we keep you on track to ensure you’re heading in the right direction.

Independent advice

We only offer independent advice, which is unbiased and based on market analysis, ensuring our services are always appropriate for you.

Access to a team
 of experts

Our team are professional, experienced, and qualified and aligned to the same purpose of delivering an outstanding client experience.

Transparent and
 fair charges

Costs matter – they can compound over time. Our fees are fair and transparent, meaning you benefit from low cost investing.

An evidence-based investment strategy

Our investment philosophy is based around our 10 investment pillars, designed to provide the best outcomes for you and your family.

Personal, life-long relationships

Many of our client relationships span decades, and we are here to help and support you and your family throughout your entire financial journey.

It all starts with a conversation

Get in touch