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Pre-exit entrepreneurs hub

Image of two people on the Rothschild office rooftop, with St Paul's Cathedral in the background Intricate blue engraved design featuring interwoven ornamental motifs.

Selling a business is a major moment in the life of any entrepreneur. But it’s a moment that requires significant preparation for both your personal and business finances.

How we can help you

Whether you’re looking to stay in control of your company, take a step back from day-to-day management, or to sell the business entirely, there are many potential pitfalls to consider.

For many entrepreneurs, the cash lump sum they receive after selling a business is their nest egg. It's therefore important to have a plan in place that will allow you to live comfortably now while also preserving and growing your wealth for the future.

Rothschild & Co has been helping entrepreneurs manage their wealth for more than 200 years. If you would like to discuss how to manage your cash safely post-exit, or learn more about how we can support you before, during and after a business sale, please get in touch.

We also work closely with our colleagues in our Global Advisory and Arrowpoint Advisory teams to provide advisory and execution services to businesses, private equity, families and entrepreneurs.

Below are a series of articles offering insight into the sale process for pre-exit entrepreneurs.

Choosing the right time to sell a business

It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.

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Maximising profit from a business sale - and investing the proceeds wisely

Selling a business? We examine how to achieve the best deal, maximise your profits and invest the proceeds wisely to set yourself up for life. Selling a business involves a significant amount of preparation, both commercial and personal.

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Managing your cash safely

Selling a business is a life-changing moment, but entrepreneurs can find it difficult to adapt from receiving a regular salary to a one-off lump sum. Here’s how to manage your cash in a safe manner after a business sale.

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'Day 1' cash - what should I do next?

If you’ve received a large sum of money from the sale of a business, an inheritance or a sudden windfall, here are the options for your cash in the short term. Avoid rushing into any financial decisions after receiving a large lump sum but ensure your money is money is secure and working for you.

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Every business owner has different reasons for selling, but one piece of advice remains the same: start the process as early as possible to get the best results."

Jake van Beever

Client Adviser

Minimising tax during a business sale

Selling a business is often a major financial decision. Yet while considerable thought is usually given to how much you hope to sell for and when you’d like to complete the transaction, the tax implications of the sale can be overlooked. In the following articles we examine ways you can minimise tax during a business sale.

Reducing the impact of capital gains tax

Selling an asset can leave investors with an unwanted capital gains tax bill. We examine who pays this tax and ways to minimise your liability.

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Earn tax relief when selling a business

Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000.

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