Download our Complete Guide to Exit Strategies

A comprehensive guide to the UK’s main routes to exit, includinghow each one works, when it’s the right time, and how to plan forthe best possible outcome.

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Exit Strategies for SME Owner-Managers

For most owner-managers, the sale ofyour business is the single biggestfinancial transaction of your career. It isalso the one you have probably had theleast time to properly think about.

In this guide, we explain:

  • Management Buyout (MBO) / Management Buy-In (MBI)
  • Employee Ownership Trusts (EOT)
  • Trade Sale (Disposal) / Sale to Private Equity
  • Family Succession

What our Exit Strategies guide includes

The fundamentals

What an exit strategy is, why forward planning matters, and the key questions every business owner should answer before starting the process.

The main exit routes

We explain the most common exit options available to UK SME owner-managers, including Management Buyouts (MBOs), Management Buy-Ins (MBIs), Trade Sales, Employee Ownership Trusts (EOTs), Private Equity transactions, and Family Succession.

Finding the right route for your goals

Not every exit is about achieving the highest price. We help you understand how different routes balance factors such as value, continuity, employee wellbeing, control, timing, and legacy.

the right valuation for the right business

We cover business model analysis, industry and market assessment, and everything else you need for an accurate, defensible valuation that's fit for purpose.

Valuation, tax and deal planning

A successful exit depends on more than finding a buyer. We cover valuation, tax structuring, financial modelling, due diligence and other areas that have a major impact on your final outcome.

Preparing for a successful exit

The businesses that achieve the best results are usually the ones that start planning years in advance. We explain what buyers, lenders and investors look for, and how to make your business exit-ready.

Common questions and practical considerations

From timescales and tax implications to life after the transaction, we answer the questions most business owners ask when considering an exit.

What will happen when you download?

When downloading our guide, you will not receive any sales calls or be placed into a sales funnel unless you tell us you're actively seeking advice via the download form. We will contact you by email and ask you for feedback on the guide, but you can unsubscribe from this at any time.

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