For many family-owned businesses, a full sale is not the goal. The founders (and often the next generation) want to realise some value, de-risk personally, and fund the next stage of growth, while keeping the family’s name, culture and long-term decision making at the centre of the business. A minority investment (selling less than 50%) can be a compelling route to achieve exactly that. This “partial exit” trend also fits the current UK deal environment. Advisers are forecast

Planning your business exit might not appear as exciting as building it, but it is just as important.

When business owners decide to step down, one of the most common succession options is to sell the business to a third party. A trade...

Family businesses across the UK are now at a more pressing crossroads, with recent changes to Business Property Relief (BPR) and Agricultural Property Relief (APR) announced in the UK Government’s Autumn Budget. These adjustments are pushing many families to reconsider their options—whether passing the business to the next generation remains viable or if a sale may ultimately serve the best interests of the family, their employees, and the communities they support. The questi

Over the past few decades, Behavioral Economics (aka Behavioral Finance) has focused on what most psychologists have been studying since...

As a family business owner, you’ve dedicated years of hard work and commitment to building a legacy. Now, you’re facing a pivotal moment: the decision to sell your family business. Navigating this complex process can be daunting, but you can confidently move forward with the right corporate finance advisor. Understanding The Role Of A Corporate Finance Advisor Corporate finance advisors are experts who specialise in providing financial consulting solutions tailored to busines

Selling a family business is a profound undertaking requiring meticulous planning and strategic thinking. Beyond the financial aspects, it involves passing on a legacy built through years of dedication and hard work. This complex journey demands a strategic mindset and a deep understanding of the unique elements that define your business. Step 1: Acknowledge The Challenge – Navigating Complex Terrain Selling your business presents a unique set of challenges and opportunities.

Mike Wardlaw from Tilney sets out the key considerations for business owners Building a successful business takes years of hard work and...

One of the common questions asked of an adviser by any family business owners is how to attribute a value to the family business and how...

The post-COVID bounce back in M&A deals has led a lot of entrepreneurs to consider selling their businesses. Business owners are aware...

Owning and operating a family business is a big part of the American dream. The U.S. Census Bureau reports that 90% of all North American business enterprises are family-owned. But along with realizing that dream comes a bittersweet reality for some family business owners – knowing when it’s time to sell. And that can be a challenge as they wrestle with deep emotional ties to the business and various selling options, says Terry Monroe , founder and president of American Busi