The RoadmapStage 08

Stage 08 of 8 — Succession, Sale & Exit Planning

Transition

"A strong ending is built long before the final handover."

122

Guides

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10 categories · 122 guides total — click a category to browse its guides

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guides

Preparing a Business for Sale

Practical guidance on preparing a business for sale for succession, exit planning, or business transition in the UK.

How Far in Advance Should You Plan Your Exit Strategy?

Getting Your Financial Records "Due Diligence" Ready

Reducing Business Dependency on the Founder

Valuing Your Business

Practical guidance on valuing your business for succession, exit planning, or business transition in the UK.

The Most Common Methods for Valuing a Small Business

Understanding EBITDA and Multiple Valuations

How Intangible Assets (Brand, Data) Impact Your Valuation

Finding Buyers or Investors

Practical guidance on finding buyers or investors for succession, exit planning, or business transition in the UK.

Strategic Buyers vs. Financial Buyers: What is the Difference?

How to Discretely Market Your Business for Sale

Approaching Competitors to Buy Your Company

Negotiating the Sale

Practical guidance on negotiating the sale for succession, exit planning, or business transition in the UK.

Understanding the Letter of Intent (LOI)

How to Negotiate Earn-Outs and Retained Equity

Defending Your Valuation During the Due Diligence Process

Legal Steps for Selling a Business

Practical guidance on legal steps for selling a business for succession, exit planning, or business transition in the UK.

Asset Sale vs. Share Sale: Key Legal Differences

Drafting the Sale and Purchase Agreement (SPA)

Handling Warranties and Indemnities in the Contract

Closing Down a Business (Dissolution)

Practical guidance on closing down a business (dissolution) for succession, exit planning, or business transition in the UK.

When is Voluntary Liquidation the Best Option?

How to Strike Off a Limited Company from Companies House

Handling Redundancies Fairly When Closing Down

Transitioning Ownership

Practical guidance on transitioning ownership for succession, exit planning, or business transition in the UK.

How to Hand Over Passwords, Accounts, and Systems Securely

Creating a Comprehensive Standard Operating Procedure (SOP) Manual

Introducing the New Owners to Key Clients and Suppliers

Managing Staff During Transition

Practical guidance on managing staff during transition for succession, exit planning, or business transition in the UK.

Understanding TUPE Regulations When Selling a UK Business

When and How to Tell Your Employees About the Sale

Retaining Key Staff During the Handoff Period

Planning for Life After Business

Practical guidance on planning for life after business for succession, exit planning, or business transition in the UK.

Managing the Wealth from Your Business Exit (Capital Gains Tax, BADR)

Dealing with Post-Exit "Loss of Identity"

Taking Time Off Before Starting Your Next Venture

Learning from the Exit Process

Practical guidance on learning from the exit process for succession, exit planning, or business transition in the UK.

Conducting a Personal Post-Mortem on Your Business Journey

What Founders Wish They Knew Before Selling

Documenting Your Successes and Failures for the Future

Your Journey

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