9.5 minutes read Changes In 1972, David Bowie released “Changes,” a timeless song that still resonates strongly in today’s era of upheaval. Beyond its musical brilliance, the lyrics hold significant relevance to the ever-evolving landscape of business and exit strategies. They encapsulate the need to adapt to the turbulent environment in which today’s businesses operate.…
Understanding the technicalities of company valuations is of paramount importance for investors, entrepreneurs, and business professionals. Valuations also offer valuable insights into a business’s financial health and possible sale preparation. In our upcoming webinar, we explore: 1. Company Valuation Methods: Understanding how to assess a company’s worth, encompassing income, market, and asset-based approaches. 2. The…
9 minutes read The market has shifted, and for many, fast-track growth seems like a distant dream. Investors and buyers are treading more cautiously but there is still good money available for shareholders to sell or take investment where the business is profitable, predictable, and robust. So, you might ask “Why sell your business in a…
5.5 minutes read Preparing your business for sale is a critical step in ensuring a smooth and successful transaction. Even if you are not actively looking to sell your business, being ‘sale ready’ is essential if you are looking to sell in the future as you never know when a buyer may approach. There are many…
7 minutes read For many, selling your business is the ultimate reward. Providing the opportunity to secure wealth, time, and capital. For many that dream is having enough capital to comfortably live without concerns about work or business, or at the very least having the freedom to make that choice. Wealth is the freedom to decide.…
There are over 300 companies a year choosing Employee Ownership Trusts (EOTs) as their exit strategy. There are a number of factors which appeal to seller, including 0% Capital Gains Tax, a vendor-led process and the immediacy. But what is it like to run an EOT? Our Chairman, Kevin Uphill, examined life inside an Employee…
8 minutes read In 2022, the UK witnessed a surge in the creation of Employee Ownership Trusts (EOTs), with a record-breaking 332 companies joining the fold. This brought the total number of employee-owned businesses in the country to 1,418 (source: Employee Ownership Association). This trend can be attributed to various factors, including succession planning needs, the…
7 minutes read Achieving competitive advantage in business is synonymous with outperforming competitors. This advantageous position is founded on four key pillars: efficiency, quality, innovation, and customer responsiveness. By excelling in these areas, a company differentiates its offerings, delivers enhanced value to customers, and potentially operates at a lower cost base, thereby increasing market share and…
9 minutes read A sale of your business to all the employees via an Employee Ownership Trust (EOT) is a relatively simple, advisor and vendor-driven exit strategy and therefore more immediate than a trade sale. What’s more, to encourage such sales, they are currently subject to 0% Capital Gains Tax, provided they meet the qualifying rules.…
8 minutes read From a legal perspective, when purchasing a company in the UK it is your job to check that everything is accurately represented. UK law operates on the principle of Caveat Emptor, which is derived from the Latin phrase, “quia ignorare non debuit quod jus alienum emit” meaning, ‘let a purchaser beware, for…