Business Sales

There are several ways to exit a business, including:

• Selling the business to a third party or key staff member
• Passing it on to the next generation or a family member
• Winding down the company and distributing assets
• Gifting the business, which may qualify for tax relief

At Stratos, we work closely with you to understand your goals, timescales, and priorities. We’ll assess your company’s current structure and recommend the most tax-efficient and commercially viable route for exit. We also identify any available reliefs such as Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief to help you benefit from as much as the proceeds as possible by minimising your tax liability in an ethical way.

We are flexible in our approach and will work with you to understand your aspirations and timescales, as well as working alongside your other advisors such as a wealth planner to support you in reaching your goals.

We will work with other professional advisors and your lawyers to support with the implementation of the sale.

Business Reorganisations

It may be that you are not yet at a point where you are ready to sell your business but instead you are considering altering the share capital in your company, reorganising a group of companies, or looking at protecting company assets by inserting a new holding company or creating a family investment company.

Reorganising a business can unlock new opportunities for growth, succession, or asset protection, as well as preparing for a future sale but it must be carefully structured to avoid unexpected tax consequences. At Stratos, we help you navigate the complexities of company reorganisations with practical, forward-thinking solutions whilst ensuring compliance with HMRC.

Why Stratos?

At Stratos, we’re committed to guiding our clients through the complex tax rules that come with exiting or restructuring a business. We understand that these moments often involve significant transition and change and we’re here to support you every step of the way. Working closely with you and your existing advisors, we’ll design a tailored solution that considers all relevant taxes and commercial implications. Our goal is to help you achieve the most efficient and effective outcome, aligned with both your business objectives and personal goals.