Valuation and Shareholder Services

Shareholder exit

When shareholders part company it can be a difficult and sensitive time.

What about the original plans? What about the apportionment of risk? What is the fair value? How can we fund it and be fair to everyone? What about the tax? How do we structure it?

To answer these (and many other) questions you need access to advisers with experience of the issues, the skills to settle them effectively and a shining track record that they are prepared to demonstrate.

Whether in the context of an established multi-generation family business trying to move forward, a parting of the ways for the original founders of a business or the desire to ensure succession from within the management team, we can help you find the right way forward.

Our particular expertise in this area relates to both full and partial exits and includes:

  • Helping the parties identify and appreciate each other’s concerns and motivations.
  • Structuring the transaction to achieve either an outright or partial exit for some or all of the exiting shareholders and an effective way forward for their successors.
  • Ensuring maximum tax efficiency for all parties.
  • Analysing and properly providing for the needs of the business through the transitional period of ownership as new business roles are defined.

We have extensive practical experience of the real world issues involved in planning, structuring, managing and implementing this key process of change and are happy to demonstrate our expertise and experience through an initial no obligation meeting where we can talk about the specifics of your situation and any number of ‘real life’ exits (on a no names basis of course) that we have advised on. At this key sensitive time, there really is no substitute for experience.


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we are based in Norwich and have office facilities in London. Get in touch on 01603 703177 or contact us here