Succession planning for owner managed businesses
After years of hard work building your business, planning for its future is one of the most important decisions you’ll make. Whether you’re looking to pass the business on to family, sell to management, or plan an eventual exit, having a clear, well-structured succession strategy ensures your legacy — and the business you’ve built — continue to thrive.
At Moore South, we help owner-managers take control of this transition. Our specialists combine financial, tax, and strategic expertise to help you secure the best outcome for you, your family, and your business.
Planning ahead with confidence
Succession is about more than exit, it’s about continuity, value, and peace of mind. The earlier you start, the more options you have. We work closely with you to clarify your goals, assess your business’s readiness, and design a transition plan that reflects both personal and commercial objectives.
Whether you intend to hand over to family, transfer ownership to employees, or prepare for a future sale, we’ll help you understand the financial, tax, and operational implications so you can make decisions with confidence.
Preparing for exit or transfer
Understanding your business’s position and potential is key to any transition. We’ll help you get your house in order, reviewing profitability, governance, systems, and management structures to ensure the business is as strong and attractive as possible for the next phase.
Tax and wealth extraction planning
Tax efficiency is central to successful succession planning. Our tax specialists advise on the best ways to extract value from your business and protect your personal wealth. We will guide you through, capital gains tax, inheritance tax, business asset disposal relief and other available reliefs to ensure you maximise returns while minimising unnecessary liabilities. Whether you are selling outright, gifting shares or transitioning gradually, we will design a tailored plan that aligns with your personal financial goals.
Protecting your future
Good succession planning ensures that the business you’ve built remains stable, resilient, and well-positioned for continued success. That might mean empowering your management team, strengthening internal systems, or introducing phased changes over time.
Our goal is to ensure your business continues to flourish and that you can move forward knowing your legacy, employees, and family are in safe hands.
Why Moore South?
At Moore South, we’ve guided countless owner-managers through the most critical stage of their business journey. We understand the technical, emotional, and strategic challenges of succession as we are an owner managed business ourselves. We know that every business, and every owner, is different.
Our approach is personal, collaborative, and forward-looking. We’ll work alongside you to understand your objectives, clarify your options, and coordinate with trusted specialists within the Moore Global network to ensure every aspect of your transition is expertly managed.
Combining deep expertise in accountancy, tax, and advisory with access to international resources, we help you protect the value you’ve created and secure the future you envision. With Moore South, you’ll have a trusted partner who helps you step confidently into the next chapter, ensuring your hard work continues to deliver value and opportunity long after you’ve passed the baton.