Request an exit planning review
Start with a structured review of your exit options and tax position, then decide whether to proceed with pre-sale restructuring.
Not sure this is the right review? Learn more about what's covered
This is commonly the largest single tax event of an owner’s life — and once a deal is moving, it’s largely fixed.
What you walk away with
- Your net proceeds under at least two realistic scenarios
- Whether your shares qualify for BADR as things stand today
- Exactly what to put in place before a sale to protect that number
Sometimes the review concludes you shouldn’t proceed — that you’re already well-positioned, or that the work would cost more than it returns. We’ll tell you so plainly. The review isn’t a route into implementation you don’t need; it’s the calculation that tells you whether the work is worth doing at all.
Sometimes it’s that you’re already well-positioned and need do very little before a sale.
The Exit Planning Review
From pre-sale review through to transaction execution and ongoing advisory.
The review is a standalone deliverable — a written report with specific recommendations you can act on yourself. Or it becomes the first step of the journey below.
Exit Planning Review
Analysis of shareholding, BADR eligibility, pre-sale restructuring options, and tax modelling
£2,500 – £5,500
- Initial consultation (90 minutes)
- Business Asset Disposal Relief (BADR) eligibility assessment
- Current shareholding and ownership structure review
- Net proceeds modeling (at least two scenarios)
- Pre-sale timeline and planning roadmap
- Written report with specific recommendations
Pre-Sale Execution
Restructuring, share reorganisation, and transaction support
£3,000 – £10,000 indicative
The review ends with a fixed quote for exactly this work — so before you commit to implementation, this range becomes a single number.
Typical components: holding company project · BADR share class reorganisation · SSE planning · HMRC clearances · vendor due diligence prep
We stay in our lane.Company Articles and any EMI plan rules are drafted by a solicitor — you can appoint your own or use one of ours. We instruct, review and integrate the tax position.
Pre-Sale Advisory
Stay sale-ready while you wait for the right moment — at each review we bring you the changes that affect your position and keep your BADR clock and structure intact, so when an offer lands you’re not fixing in weeks what should have taken years.
£1,500 – £3,500/year indicative
Typical components: BADR holding-period monitoring · annual valuation conversation · pre-sale strategy meeting · legislative threat briefings · two ad-hoc strategy calls
When a serious buyer approach arrives, that becomes a separate fixed-fee engagement — typically a fresh Exit Planning Review and pre-sale restructuring. When a sale completes, the post-transaction conversation — reinvestment planning, CGT deferral, and proceeds strategy — is a separate engagement, typically beginning within 90 days of completion.
What happens next
- Submit the form below so we can understand your situation and prepare a fee proposal
- We review your submission and confirm a fixed fee in writing — usually within one working day
- You decide whether to proceed — no obligation, and no advice is given until you have agreed our engagement letter
Prefer to talk? Call us on 01604 800282
Enquiry forms launching shortly
We are upgrading our systems and this facility will be available shortly.
In the meantime, please contact us directly:
- Email: team@tsgtaxation.com
- Phone: 01604 800282