EXIT PLANNING

At Acconomy Accountants, we specialize in facilitating successful business exits. Our Strategic Exit Planning service is designed to maximize value, ensure smooth transitions, and align your exit with personal and financial goals.

FREE Business Valuation - Ready to take the first step towards a strategic and rewarding exit from your business? Contact Acconomy Accountants today for a FREE business valuation. This is your opportunity to understand the true worth of your business and begin planning your successful exit strategy.

Our Approach

Unlock insights with our free eBook:'The Entrepreneur's Guide to Financial Mastery' – your roadmap to strategic financial management." HERE

  1. Initial Consultation and Goal Setting - Understanding your objectives for retirement, new ventures, or scaling back involvement, we tailor strategies to fit your goals and ideal timelines.
  2. Business Valuation and Enhancement - We provide a comprehensive valuation using advanced methods and identify ways to enhance your business’s value for the best investment return.
  3. Exit Options Assessment - Our team explores all viable exit routes, such as sales, buyouts, or succession, offering detailed pros and cons for informed decision-making.

  1. Tax Planning and Legal Considerations - To minimize tax liabilities, we devise effective strategies and ensure legal and compliance aspects are meticulously managed.
  2. Market Preparation and Deal Negotiation - We assist in positioning your business attractively in the market and support you during negotiations to protect and maximize your interests.
  3. Transition and Post-Exit Strategy - Ensuring a smooth transition to new ownership or management, we also provide guidance on managing financial gains and future planning.
  1.   Stakeholder Communication Strategy:o We help in developing a communication plan to effectively manage stakeholder expectations, including employees, customers, and suppliers, ensuring a seamless transition process.
  2.   Personal Financial Planning:o Beyond the business aspects, we also offer personal financial planning to ensure your long-term financial security post-exit.
  3.   Ongoing Support and Advisory:o Post-exit, our commitment continues with ongoing support and advisory services, assisting you in adapting to new ventures or retirement life, ensuring a holistic approach to your transition.

CASE STUDIES

HOW CAN ACCONOMY HELP?

Working closely with trusted partners, our financial planning and wealth management services can help you make your money work harder for you, whether you’re planning your retirement, or wanting to safeguard your business for the future. Here are the areas we can support you with:

We go beyond the day-to-day when it comes to compliance processing for startups and entrepreneurs. Work with Acconomy as your Intelligent Virtual Back Office and you’ll have clarity on your business finances through our expert planning and advice for the lifetime of your business. Our support provides both everyday accounting services as well as long-term high level planning to ensure the greatest opportunity for growth and success. 

We’ll see where your business is today, and help you discover what it needs to thrive tomorrow. Our approach is cloud-based, meaning that we can easily (and securely) scale our support for you as your business grows, using tools like Xero, QuickBooks Online and Xledger to streamline your accounting processes.

Not only that, but we also provide specialist financial help through our trusted strategic partners, including funding, grant claims and tech stack development.

  • Investing your wealth
    Be confident that your investment strategy is perfect for your future plans
  • Saving for the future
    Evaluate, understand and set achievable savings goals
  • Pensions and retirement
    Achieve the type of retirement that suits you
  • Protecting your family and lifestyle
    Ensure you have the right protection in place
  • Planning your estate
    Protect your wealth for your beneficiaries, not HMRC
  • Buying your home
    Get the right mortgage with the right protection
  • Protecting your business & employees
    Employee benefits that are good for your business and your employees
  • Workplace solutions for employers
    Tailored workplace solutions

Expertise and Experience
Our team offers extensive knowledge in business valuation, legalities, and market dynamics.

Personalized Service
Recognizing the uniqueness of every business owner, we ensure your exit strategy is specifically tailored.

End-to-End Support
We provide comprehensive support from planning to execution, ensuring every aspect of your exit is thoroughly managed.

FREE Business Valuation
Ready to take the first step towards a strategic and rewarding exit from your business? Contact Acconomy Accountants today for a FREE business valuation. This is your opportunity to understand the true worth of your business and begin planning your successful exit strategy.

WHY WORK WITH ACCONOMY?

EXCELLENT TRACK RECORD
WORKING WITH
SMES AND
STARTUPS.

EXTENSIVE INDUSTRY KNOWLEDGE
& EXPERIENCE.
ACCA AND ACA
QUALIFIED ACCOUNTANTS.

TRANSPARENT PRICING WITH
NO
HIDDEN FEES.

OVER 40 YEARS OF EXPERIENCE.
XERO, QUICKBOOKS AND XLEDGER
EXPERTISE.


Nigel Simmons FCCA
Managing Director
Acconomy Chartered Certified Accountants

PACKAGES

  • Everything you require to maintain compliance with HMRC and Companies House **
  • Acconomy back-office bookkeeping, automated expense management and VAT filing
  • Payroll processing up to five people
  • Xero/QBO training and support
  • MONTHLY management reporting people
  • Initial one and a half hour business plan review
  • MONTHLY financial forecasting and scenario planning
  • R&D tax credit audit
  • Patent box audit
  • Grant funding alerts and periodic audit
  • Access to economy growth hub partners
  • MONTHLY Zoom review meeting
  • Annual pre year end tax planning Zoom call
  • From £945 +VAT/month
  • Everything you require to maintain compliance with HMRC and Companies House **
  • Acconomy back-office bookkeeping, automated expense management and VAT filing
  • Payroll processing up to five people
  • Xero/QBO training and support
  • QUARTERLY management reporting people
  • Initial one and a half hour business plan review
  • QUARTERLY financial forecasting and scenario planning
  • R&D tax credit audit
  • Patent box audit
  • Grant funding alerts and periodic audit
  • Access to economy growth hub partners
  • QUARTERLY Zoom review meeting
  • Annual pre year end tax planning Zoom call
  • From £495 +VAT/month
  • Everything you require to maintain compliance with HMRC and Companies House

    **This Includes:
  • Production of annual company accounts for micro/small businesses
  • Submission of accounts to Companies House
  • Corporation tax computations
  • Corporation tax return
  • Submissions to HMRC
  • Company confirmation statement
  • Registered office address
  • Unlimited email support
  • For Scale and Growth customers only:
  •  P11D completion and filing
  • Tax investigation insurance
  • From £175 +VAT/month

FREQUENTLY ASKED QUESTIONS

What is the Intelligent Back Office?
When are VAT returns due?
How much does Corporation Tax cost?
When is Corporation Tax due?
Who pays Corporation Tax?

FREQUENTLY ASKED QUESTIONS

Does Patent Box relief apply to SMEs?
How do you qualify for Patent Box tax credit?
What is the Patent Box Corporation Tax rate?
FREQUENTLY ASKED QUESTIONS
How far back can you claim R&D Tax Credits?
Can an LLP claim R&D Tax Credits?
How is R&D Tax Credit calculated?
GET IN TOUCH TODAY!  

Are you a serious startup looking for guidance and insight? Are you a growing SME looking for assistance in moving to the next level? Maybe you're based outside the UK and need a local partner for on-the-ground support?

Whatever you’re looking for, please get in touch. We’d love to discuss further how we can help.

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Acconomy, Unit 1,
Bayside Business Centre,
48 Willis Way,
Poole,
BH15 3TB

Email Us: david.ellis@acconomy.co.uk
Phone: 01202 678993

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