One of the most complex times for anyone is when they are selling their business. As with everything of this magnitude, you would always expect to draw on advice.
We are experts in shaping and delivering strategies. It is not solely about exit planning around the business. You must also consider what happens afterwards and plan into your retirement.
Exit planning is specific to you and your business and not only is every company different but so are your shareholder’s goals. We are here so you can talk to us and identify the most appropriate route.
Early engagement is crucial.
The Mattioli Woods process:
- Thorough factfinding
- Set objectives!
- Financial planning
- Post deal financial affairs