Exiting your business may feel like a distant thought, but planning ahead can add real value when the time comes. Whether you want to sell, pass the business to family, or bring in investors, an effective exit strategy ensures you achieve the best outcome.

At Modus Accountants, we regularly help Oxfordshire SMEs plan their exit so they can leave on their own terms.

To find out more about exit strategies and selling your business, book a free 30 minute discovery call with Modus Director Mark Spolander click here

1. Why Exit Planning Matters

• Maximise value – Careful planning can add thousands to your sale price.
• Smooth transition – Prepares staff, customers, and systems for life after you.
• Financial security – Ensures your retirement or next venture is properly funded.
• Reduced stress – Gives you clarity and time to prepare.

2. When Should You Start Exit Planning?

The earlier, the better. Ideally, 3–5 years before you want to exit. This gives you time to:

• Improve systems and processes.
• Strengthen management.
• Increase profitability.
• Resolve any outstanding issues.

3. Steps to Prepare for Exit

1. Get a business valuation – Know where you stand today. For about valuing your business click here.
2. Tidy your finances – Up-to-date bookkeeping, tax planning, and accounts are essential.
3. Document processes – A buyer wants a business that runs without you.
4. Build a strong team – Reduces reliance on the owner.
5. Diversify income streams – Increases resilience and value.
6. Plan your tax strategy – Ensure you benefit from reliefs like Business Asset Disposal Relief (BADR).

4. Common Mistakes to Avoid

❌ Waiting until the last minute.
❌ Over-reliance on the owner.
❌ Lack of clean financial records.
❌ Ignoring succession or family planning.

5. How Modus Helps

We provide exit planning support across Oxfordshire, including:

• Professional business valuations.
• Succession planning for family businesses.
• Tax-efficient structuring to maximise returns.
• Guidance on preparing for sale or investment.

FAQs – Exit Planning

Q: How long does it take to sell a business?
On average, 6–12 months, but preparation makes the process faster.

Q: What if I’m not sure I want to sell?
Exit planning also makes your business stronger and easier to run — so it’s worthwhile regardless.

Q: Can Modus help find buyers?
Yes — we work with trusted partners and networks to connect you with the right people.

Next Steps

If you’re thinking about selling or stepping back in the next few years, now is the time to plan.

To find out more about exit strategies and selling your business, book a free 30 minute discovery call with Modus Director Mark Spolander click here

📞 Call us today on 01993 225030 or 📧 hello@modus-accountants.co.uk to book a confidential exit planning review.