Corporate services

The right independent advice at the right time

Exit strategies

There will come a time when owners look to sell their business, be it at retirement or before.

This could be through trade sale, management buyout, private equity investment, or an Initial Public Offering/flotation. Attivo Financial Planning is well placed to help business owners devise appropriate exit strategies, including how to build wealth outside of the business.

Financial planning for business owners

Many business owners consider their business to be their retirement planning and whilst it may be their biggest asset, it is important to ensure that wealth is built up outside of the business in case it does not achieve its value. Attivo Financial Planning can help business owners to achieve this in a tax-efficient way.

To find out more about how we can help you please contact our Client Engagement Team on 01242 585440 or clientengagement@attivogroup.co.uk.