Deal & Exit Structuring
Getting your company structure right before you sell, for founders selling for millions or more.
The eighteen months before an offer arrives is where the outcome of selling your company for millions is really decided. We work with founders and shareholders on getting ready to sell: reducing capital gains tax, designing earn-outs, getting the holding company right, and setting up how the money will be held afterwards.
We're not brokers. We don't find buyers or take a percentage of the deal. It's a specialist piece of work, with no hourly billing, that runs alongside your deal lawyers — fixing the tax, trust and holding-company gaps before the buyer's checks find them.
After the sale, we move the proceeds into a setup designed for the family you are now — not the founder you were on day one. Trusts and foundations, private bank introductions and residency planning are all coordinated in one file.
What we do for you
- Ways to reduce capital gains tax, modelled
- Earn-outs structured efficiently
- UK and US founder reliefs (BADR, SEIS, QSBS) used where they apply
Who usually uses this
- Founders eighteen to twenty-four months away from a planned sale
- Groups of shareholders preparing to sell part or all of a company
- Founders after a sale, turning business proceeds into long-term family wealth
- Families passing wealth down a generation at the same time as a sale
One team, step by step, from the first call to handing it over.
Current shareholdings, tax residence, holding company and available reliefs mapped; gaps found.
Holding company, employee ownership trust, share options, trust or foundation designed around the sale timeline.
Shares reorganised, holding company set up, trust created and reliefs claimed.
Proceeds moved into private banking and trust arrangements once the deal completes.
What you receive.
Every engagement closes with a specialist-reviewed handover pack — retained on file for thirty years.
- Pre-sale check and written options
- The full structure put in place
- Coordination with your deal lawyers and the tax opinion
- How your wealth is held after the sale, designed
Questions we hear on every intake call.
- When should we start preparing for a sale?
- Eighteen to twenty-four months before the target sale gives you every option. Twelve months still allows real planning. Under six months narrows the options a lot — but there's almost always something worth doing.
- Do you replace our deal lawyer?
- No. We work with your corporate lawyers. We own the pre-sale structure and how the wealth is held afterwards; your lawyers run the sale itself.
- Do you take a percentage of the deal?
- Never. We don't bill by the hour or take a cut, so we have no reason to inflate the deal or push a particular structure.
Start with a twenty-minute call. Come away with a written plan and price.
Every engagement begins with our advisory team and is assigned to the relevant specialists. Fees are quoted in writing before any work begins. No hourly billing.
More on advisory & related work
Every engagement begins with a twenty-minute advisory call. The fee is in writing before any work begins. No hourly billing.