Protect your wealth

    Succession
    & exit planning

    Maximise the value of your life's work. We help you plan a smooth transition that protects your legacy and secures your financial future.

    ICAEW Chartered
    Established 1921
    Local Tax Experts

    Begin with the End in Mind

    A successful exit doesn't happen by accident. Whether you plan to step back in two years or ten, early planning is the key to maximising your business valuation and minimising your tax liabilities.

    We guide business owners through the complex emotional and financial journey of succession, ensuring you leave on your own terms.

    Business valuations & value enhancement
    Management Buy-Outs (MBOs)
    Passing the business to family members
    Set up reward structures to retain and motivate talent
    Review payment options (cash/shares, immediate/deferred, earn-outs)
    Provide valuations suitable for HMRC capital taxes and stamp duty
    Provide budgets and forecasts to market a sale
    Introduce prospective purchasers via our professional contacts

    Strategic Exit Tools

    Value Enhancement

    Identifying key drivers to increase your business's market worth.

    Tax Structuring

    Structuring the exit to maximise Business Asset Disposal Relief.

    Transition Management

    Preparing your leadership team to take over smoothly.

    Wealth Protection

    Aligning your corporate exit with personal wealth goals.

    Protecting Your Legacy

    Securing What You've Built

    Stepping away from a business you've poured your life into is a monumental decision. It requires more than just finding a buyer or handing over the keys.

    We ensure that your business is structured to thrive without you, while simultaneously protecting the wealth you extract. Our holistic approach bridges the gap between your corporate achievements and your personal financial security.

    Frequently Asked Questions

    Everything you need to know about working with Kingscott Dix, from scope and pricing to timelines and compliance.

    Get in touch

    Let's solve your financial puzzle

    Whether you're looking for a new accountant, planning ahead for the next generation, or simply want a second opinion, we'd be glad to hear from you. Initial meetings are always at our cost, not yours.