Assisting with a complex Business Sale

A successful business owner approached JLP Advisory as they prepared to sell their company and sought the most tax-efficient strategy for the transaction. With the business representing a significant portion of their wealth, it was crucial to ensure that the sale was structured to maximise their financial outcome while minimising tax liabilities.

JLP Advisory immediately introduced the client to our network of trusted partners, including wealth managers, tax specialists and legal experts, who are highly experienced in managing business sales. This collaborative approach ensured that all aspects of the sale were considered, from the valuation and negotiation process to the final structuring of the deal.

Working closely with these partners, JLP Advisory supported their Partners in the design of a strategy that included the use of tax-efficient vehicles. Additionally, we explored opportunities for reinvestment into qualifying investment schemes that offered further tax deferral or relief options. Trusts and other estate planning tools were also incorporated to protect the proceeds from the sale for future generations.

Throughout the process, JLP Advisory maintained close communication with the client, ensuring they were fully informed and comfortable with each decision. The result was a highly successful sale that not only achieved a favourable price for the business but also significantly reduced the tax burden on the client, preserving more of their wealth for future investments and personal goals.

By leveraging our strong relationships with expert partners and our deep understanding of tax-efficient strategies, JLP Advisory provided a tailored solution that met the client’s unique needs, demonstrating our commitment to delivering the best possible outcomes in complex financial situations.