Financial Insights & Strategy

Expert guidance on financial leadership, exit planning, and business strategy from 30+ years of hands-on experience.

exit-planning

The Power of Pre-Exit Planning: Why Preparation Pays Off

Discover how thorough pre-exit planning can transform your business sale from a stressful process into a smooth, value-maximizing transaction.

26 October 2025 2 min read

exit-planning business-sale due-diligence

exit-planning

Employee Ownership Trusts: A Strategic Exit Option for Business Owners

Discover the merits of Employee Ownership Trusts (EOTs) as a tax-efficient exit strategy. Learn about CGT exemptions, employee benefits, and key considerations for founders planning their business succession.

15 August 2025 3 min read

employee-ownership-trust EOT exit-strategy