A guide to selling your business

Views & insights

Thinking of selling your business? Find out how to get your finances in shape and prepare for the future in our comprehensive guide.

In this guide we explain:

  • Why planning early on increases your chances of a smooth business exit,
  • The importance of knowing your ‘magic number’, and
  • How we can help you prepare your finances with advice on investing, pensions, tax and estate planning.

Download our guide to selling your business

Every successful financial plan starts with understanding you: your commitments, your ambitions and your aspirations.

Our essential guides use research and expert analysis to give you the tools to start a conversation around the right choices for you and your family.


The value of investments and any income from them can fall and you may get back less than you invested.