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Financial & Operational Readiness

Your Business Considerations
  • Valuation: Obtain a professional valuation based on earnings, assets, and growth potential.  If you have an existing accountant who knows your business, this is likely to be the best place to start.

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  • Financial Records: Ensure accurate, up-to-date financial statements (at least 3 years ideally).

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  • Tax Planning: Consider the tax implications of the sale (e.g., Capital Gains Tax, Entrepreneurs’ Relief).

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  • Contracts & Leases: Are key agreements (property, suppliers, clients) transferable or renewable?  If not, we can help to get these amended.

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