Exit Planning

 There is absolutely no substitute for being prepared when planning for an exit. 

At CP Tax, we’ve assisted a huge array of clients in your position to achieve a successful exit.

It is not enough to have just good financial results, or if you have a good product. To optimise the chances of a successful exit, a number of components need to come together:

• Strong business plan and story (history, current standing, and prospects)
• Selecting the right accounting policies
• Ensuring that your tax position is correct
• Being ready for due diligence

Our multi-disciplinary team understands the challenges and we know what the expectation is.

We will help you prepare for an exit by:

• Understanding your business and where it is at
• Understanding your personal objectives
• Getting a feel for the market and who may be a potential acquirer
• Critically reviewing the accounts, processes, and policies and plan any necessary required changes
• Reviewing the current structure and assist with any necessary changes
• Ensuring that there is a realistic and robust plan
• Reviewing the tax position of your shareholders and building strategies around minimising tax exposure.

Our team is made up of qualified professionals as well as those with real-life experience of business.

Even for our clients that later decide to not exit, the process of tidying matters up and putting in place good processes and policies adds significant value and operational benefit.

To discuss how CP Tax can help you achieve a successful exit then please contact us.