Define your personal outcome
What would a successful sale make possible for your life?
Understand your proceeds
Separate the announced price from money you can actually use.
Get ready for completion
Align the contract, tax work and your personal financial plan.
START WITH THIS GUIDE
The personal plan before the business sale.
Bring together your objectives, your people and the questions that need answers.
Read the guideperspectives: financial, tax and legal
A planning framework, shaped around you.FOLLOW YOUR QUESTIONS
Useful reading for this stage.
How much will I personally receive from selling my business?
Turn the headline deal value into a personal proceeds estimate, separating completion cash, tax, fees and money that depends on future events.
What should I do with my personal finances before selling a business?
A preparation guide for owners approaching a sale: personal objectives, tax questions, professional roles and a plan for completion money.
How much tax do you pay when you sell a business in the UK?
Understand share and asset sales, the 2026/27 Capital Gains Tax rates, Business Asset Disposal Relief and why timing affects the tax reserve.
How should I plan for an earn-out or deferred business-sale payment?
Separate fixed payments from performance-linked proceeds, understand the tax timing questions and avoid treating an earn-out as cash in the bank.
How does selling my business affect family and inheritance planning?
Why an exit changes the estate-planning picture, how gifts need documenting, and the questions to ask about Business Relief, wills and family goals.