Expert advice on succession planning and exiting your business

Blake Morgan can advise on your options, such as a trade sale, management buyout, employee ownership or flotation and help you reach a decision. We will work directly with you, your management team or your other advisers in reaching the right outcome.

In addition to a formal business valuation, owner-managers are increasingly undertaking a financial modelling exercise to determine how to achieve their personal financial goals. Blake Morgan works closely with your other advisors to determine business values and help with forecasting.

It is increasingly common for buyers to request enhanced due diligence reviews. Blake Morgan has developed a specialist online ‘data room’ platform which we use on all deals to provide information to buyers. We can perform a health-check across your business to review any records that may not be up to date and identify potential due diligence issues.

Our legal experts advise on how to look after you and the next generation of your family using trusts or family investment companies. We also advise on making gifts during your lifetime, charitable giving and other investments that can be made along the way, to enjoy some of your hard-earned wealth.

You should not put off making a Will or updating an existing Will particularly when circumstances change such as on a business exit. We can help you by drafting or updating your Will and Lasting Power of Attorney as necessary, to reflect your change in circumstance.