Succession planning and exit strategy

Here at David Owen, our expert business succession and exit planning team has been working with businesses in Devizes, Marlborough, Calne, Royal Wootton Bassett, Pewsey, Hungerford and in other parts of Wiltshire, Berkshire and beyond for many years.

Running and growing a successful business requires a huge amount of work and dedication, but the level of time and effort that should go into succession planning and exit strategy is often underestimated.

Whether you are looking to sell your business or keep it within the family, our bespoke service will identify the right exit or succession strategy for you. This enables you to make insightful commercial decisions that help to secure your financial future, as well as your legacy.

Comprehensive business succession planning in Wiltshire

Our team of skilled business succession planning advisers help a diverse range of clients navigate the complexities of succession management.

We take the time to gain a full understanding of you, your business, and your circumstances, exploring your future wishes before creating a long-term, tax-efficient succession plan.

The team will help you determine whether you wish to sell the business in its entirety, retain a stake, pass the business down to family members, or opt for a management buy-out, amongst other options. We will advise you on the benefits and drawbacks of each decision, providing in-depth tax planning guidance on any business succession or sale.

Planning your exit strategy

You may be retiring or passing your business down to a successor; no matter what you decide, it is vital to have a clear exit plan in place.

Our experienced exit strategy team can help you select the best course of action. They can provide expert guidance every step of the way, allowing you to enjoy the fruits of your labour for years to come.

Their specialist advice covers key areas such as:

• Securing an accurate valuation of your business
• Selling or passing on your business
• Funding your retirement
• Business structure
• Tax planning aimed at minimising CGT and IHT
• Gift Relief and Entrepreneurs’ Relief

Contact us

David Owen is an established accountancy firm with offices in Devizes and Marlborough. To find out how we can help you, please get in touch.

Contact →
Michael Buckland Partner - FCA DChA
Andrew Coombes Partner - FCCA
Rachel Atkins
Rachel Atkins Partner - BSc FCA
Julian Pocock Partner - BMedSc FCA CTA
Joe Bunton Partner - ACA

Get in touch

Choosing the right accountant to help you with your business finances is an important decision. We understand this and take the time to talk through our approach so you can decide whether we are the right partner for you.

Please contact us for a free, no-obligation initial conversation.


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What our clients say about us

I’ve been with David Owen for over 10 years. From the start, Andrew has taken the time to understand my business and goals. I’ve always received great customer service and management advice to help me maximise my business.  I highly recommend David Owen.
Phil Rossiter, Managing Director, Avon Trophies
"We have been clients of David Owen for over 40 years. We continue to be impressed with the quality of the advice and service that we receive. Their staff are always there when we need them, dealing quickly and effectively with any questions or queries that we may have. Overall we believe that their knowledge and expertise has been essential in guiding us along the right path to continued business success."
Joyce Dobie , Dobie Wyatt Limited
We have been working with David Owen for many years and they have always provided a personal service in an efficient and effective manner. They take time to listen to and understand our needs, allowing us to manage our business effectively.
Mark Wadman, Managing Director, Fussell Wadman