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Exit strategy planning

Exit Strategy Planning

Preparing for an exit

A successful and financially rewarding exit will require planning at least two years ahead of time. Let Wisteria help you plan ahead. Learn more about our bespoke exit strategy services.

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Our understanding

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

How we can help

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 Wisteria can help you achieve a successful exit then please contact us.

Meet the expert

Nick works with many entrepreneurs to optimise their own tax affairs and those of their businesses and families. He is a Chartered Tax Adviser and Fellow of the Association of Tax Technicians. As well as working to help clients with their tax affairs, Nick also oversees the running of the Business Information Team, helping businesses to outsource their entire finance function successfully.

Nick has over 18 years’ experience, having qualified with a ‘top ten’ firm of accountants. Nick also draws his experience from time spent working in a local tax office for HMRC. As well as dealing with day-to-day matters, Nick has extensive experience managing one-off tax projects and HMRC investigations on behalf of Wisteria’s clients.


Learn more about Nick

Are you looking for support with preparing for an exit?

Get in contact with us below and a member of the Wisteria team will be happy to give you a call back

What makes Wisteria different?

Specialist tax and business advisers like no other

  • Title
    We seek out opportunities

    While working on your tax affairs, we seek out opportunities for you to further develop. We’re with you every step of the way.

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    We aim to keep you in the loop

    We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings.

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    You're in safe hands

    We give you peace of mind, your tax return is dealt with in good time, and each opportunity is identified and implemented.

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    Long term relationship

    By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide.