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.

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.

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

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Meet the expert

Andrew has over 25 years’ experience in commerce and practice. After qualifying with Stoy Hayward (now BDO), Andrew moved into industry. Andrew gained commercial experience operating as a CEO and CFO of numerous successful companies in biotech, recruitment, media, technology and marketing.

Meet Andrew

Why choose us

While working on your tax affairs, we seek out opportunities. We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings. By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide. We want to give you peace of mind that you are in safe hands, your tax return is dealt with in good time, and each opportunity is identified and implemented.

Preparation of Self Assessment tax returns

A self assessment tax return is the method by which taxpayers report their income and capital gains to HM Revenue and Customs. Wisteria’s team of qualified specialists can confirm whether it is necessary for you to complete a return and Wisteria provides an efficient and professional tax return completion service.
Income Tax and National Insurance Contributions (NIC) advice

If your tax affairs are more complicated, you will need to register for self-assessment and submit a tax return. If you would like help getting set up to submit Self Assessment tax returns or if you require more information about our tax services for individuals, contact us today.
Inheritance tax planning and reviews

Tax planning is completed either when you have decided what you want to achieve in the most tax efficient way, or where you wish to simply review your affairs. Wisteria’s tax specialists will review your position and advise on the most tax efficient way to structure your affairs generally or advice on any particular transaction.
Working with financial advisers to ensure you have an optimal tax and investment strategy

It is important to work with an accountant who you can get on with and feel you can trust. When selecting an accountant, there are many factors to take into account and many possible options available to you. Wisteria’s financial advisers can provide you with valuable advice on how to maximise your money.