Succession Planning and Business Exit Strategies
Planning your exit from a business is one of the most important financial and personal decisions you’ll ever make. Whether you’re looking to retire, sell your business, or pass it on to the next generation, careful planning is essential to protect value, minimise tax, and ensure a smooth transition. At Doyle Foley & Co, we provide expert guidance on succession planning and exit strategies tailored to your goals, timeline, and business structure.
Our role is to help you exit on your own terms—with clarity, confidence, and financial security.
Our Services Include:
01
Succession Planning
02
Family Business Transfers
03
Business Valuations
04
Sale of Business (Trade Sale or MBO)
Advisory and preparation for selling your business to a third party or through a management buyout (MBO), including pre-sale due diligence, tax structuring, and negotiations support.
05
Shareholder Exit Strategies
Planning and implementation of structured buy-outs, earn-outs, or staged exits for business partners and shareholders.
06
Tax Planning for Exit
Minimising Capital Gains Tax (CGT), Inheritance and Capital Acquisition Tax (CAT), and maximising reliefs such as Business Relief, Revised Entrepreneurs’ Relief and Retirement Relief, where applicable.
07
Retirement Planning and Cash Extraction
Advice on how to extract value from your business in a tax-efficient way, aligning your exit with your personal retirement goals and lifestyle plans.
08
Business Wind-Down or Closure
Support with orderly winding-up, strike-off procedures, and Members’ Voluntary Liquidation (MVL), if the goal is to close rather than sell.
A Smooth Exit. A Lasting Legacy.
We work closely with you to develop a clear, step-by-step exit strategy—whether you’re planning 10 years ahead or are already considering your next move. Our team combines technical expertise with practical experience to ensure you exit at the right time, in the right way, with the right results.