Exit & Succession Planning

Preparing your personal wealth position for whatever comes next, whether that's a sale to a third party or a transition within the family.

Two paths, one discipline

An exit and a succession are different events, yet they demand the same discipline: knowing years in advance what you actually want the outcome to look like, and structuring toward it deliberately rather than reacting once an offer or a health scare forces the question. We plan for both, often side by side, since many founders genuinely don't know yet which path they'll take.

Preparing for a sale

Modelling the after-tax proceeds of different exit scenarios, structuring ahead of sale to protect value, and planning what happens to your wealth the day after settlement.

Preparing a succession

Passing a business or wealth to the next generation, or to a chosen successor within the business, raises questions a straight sale never has to answer: who is actually ready to lead, how ownership and control get separated from day-to-day running, and how the transition is funded without starving the business of the capital it needs to keep growing. We build the governance, funding, and timeline that makes a succession genuinely work, not just look tidy on paper.

Timing matters

The best pre-exit planning starts years, not months, before a sale. We work alongside Zerix Accounting and Zerix Legal so the exit itself and your personal position are planned together.

One team either way

Whether you're heading toward a sale or a succession, the plan only holds together if your accounting, legal, and wealth advisers are working from the same picture. We coordinate directly with Zerix Accounting and Zerix Legal so the business side and your personal position are planned as one, not stitched together after the fact.