ACCOUNTANTS

Four workers in black coveralls walk through an industrial facility.

Exit on your terms — with a clear, structured plan.

Whether you're preparing to sell, retire, or step back, we help you plan the transition properly so your business, your team, and your finances stay protected.

Let's talk

Succession & Exit Planning

A solid exit plan that protects your future.

Leaving a business is a major financial decision — and the right preparation makes all the difference.
We help you understand your options, improve the value of your business, structure the transition correctly, and avoid unnecessary tax.
Whether you're selling, passing the business on, or stepping back gradually, we guide you through every stage clearly and calmly.

Book a call

A professional woman with short dark hair wearing a beige blouse stands in a busy office.

Increase business value before you exit

We identify improvements that make your company more attractive to buyers or successors.

Increase business value before you exit

We identify improvements that make your company more attractive to buyers or successors.

Increase business value before you exit

We identify improvements that make your company more attractive to buyers or successors.

Structured, stress-free handover

Clear documentation and planning that prevents disruption during the transition.

Structured, stress-free handover

Clear documentation and planning that prevents disruption during the transition.

Structured, stress-free handover

Clear documentation and planning that prevents disruption during the transition.

Tax-efficient exit strategies

We help you make the most of reliefs and structure your exit to minimise tax.

Tax-efficient exit strategies

We help you make the most of reliefs and structure your exit to minimise tax.

Tax-efficient exit strategies

We help you make the most of reliefs and structure your exit to minimise tax.

Frequently asked questions

Answers to common questions about getting started with CGI Accountants.

Exit with confidence — and a clear plan.

We help you prepare financially, organise the handover, and structure the transition so you get the best outcome.

Book a call

Do you prefer email? We're available at:

info@cgiaccountants.co.uk

Exit with confidence — and a clear plan.

We help you prepare financially, organise the handover, and structure the transition so you get the best outcome.

Book a call

Do you prefer email? We're available at:

info@cgiaccountants.co.uk

Exit with confidence — and a clear plan.

We help you prepare financially, organise the handover, and structure the transition so you get the best outcome.

Book a call

Do you prefer email? We're available at:

info@cgiaccountants.co.uk

When should I start planning my exit?

Ideally 2–5 years in advance. The earlier we plan, the more value we can build into the business.

Can you help with management buyouts or family succession?

Absolutely. We create structured, tax-efficient plans for handovers to staff or family members.

Will my tax position change when I exit?

Usually, yes. We advise on Business Asset Disposal Relief and other methods to minimise tax.

What if I want to step back gradually?

We can plan phased exits, reduced involvement models, and transitions over several years.

Do you stay involved throughout the process?

Yes — from initial planning to final handover, we support every stage.

When should I start planning my exit?

Ideally 2–5 years in advance. The earlier we plan, the more value we can build into the business.

Can you help with management buyouts or family succession?

Absolutely. We create structured, tax-efficient plans for handovers to staff or family members.

Will my tax position change when I exit?

Usually, yes. We advise on Business Asset Disposal Relief and other methods to minimise tax.

What if I want to step back gradually?

We can plan phased exits, reduced involvement models, and transitions over several years.

Do you stay involved throughout the process?

Yes — from initial planning to final handover, we support every stage.

When should I start planning my exit?

Ideally 2–5 years in advance. The earlier we plan, the more value we can build into the business.

Can you help with management buyouts or family succession?

Absolutely. We create structured, tax-efficient plans for handovers to staff or family members.

Will my tax position change when I exit?

Usually, yes. We advise on Business Asset Disposal Relief and other methods to minimise tax.

What if I want to step back gradually?

We can plan phased exits, reduced involvement models, and transitions over several years.

Do you stay involved throughout the process?

Yes — from initial planning to final handover, we support every stage.