Choose the route that fits you
Selling your business, ways to exit, tax, wealth and life after the sale all live here, because the method and the money and the legal side should never be planned apart.
The route matters as much as the price
Not every exit looks the same, and it shouldn't.
Ways to exit
Four routes, each explained in one line. Which one fits depends on your business and what you want from the sale.
Trade sale
A full or partial sale to a third-party buyer, often the route that maximises price.
Management buyout
Selling to your existing management team, keeping continuity for staff and customers.
Employee Ownership Trust
Transferring ownership to your employees, with its own tax treatment and legacy benefits.
Partner buy-in or family succession
Keeping ownership closer to home, on a timeline that suits you and the people taking over.
Money and legal, planned together
Whichever route you choose, these two run alongside it, not after it.
Adam Rhodes
Tax-efficient profit extraction, a clear view of your "Magic Number", and post-exit investment strategies to preserve and grow your wealth once the sale completes.
Debra Martin
Handles the M&A side directly: disposals, private equity deals, and ownership transitions, including third-party sales, management buyouts and Employee Ownership Trusts.
Is this the right stage for you?
Before you start, a quick gut check against who this is built for.
Likely a good fit
- You're a founder, CEO or owner running a company with £5M–£100M in revenue
- You're thinking about an exit in the next few years, not tomorrow
- You want to understand your options before you commit to one
Probably not yet, or not for us
- EBITDA under £2M, or the business is in significant financial distress
- Looking to sell tomorrow with no time for preparation
- Not open to coaching, advice, or being transparent about the numbers
Guided by the same team, start to finish
Whichever route you choose, the same three people see you through it.
Neale Lewis
Guides entrepreneurs through every stage of the exit journey. Over a decade's experience growing enterprise value.
Adam Rhodes
Plans the money side: tax-efficient profit extraction and what you need from a sale. Almost 20 years' experience.
Debra Martin
Heads Geldards' Corporate practice in the Midlands. Over 30 years on the legal side of business sales.
What happens when you start
Three steps. No pressure, no obligation.
Join free
No cost, no obligation. Just an account so your results are saved.
Work out which route fits
A conversation with Neale, Adam and Debra, not a quiz, since the right route depends on what you want, not just the numbers.
Plan it all together
The sale, the tax and wealth side, and the legal structure, built as one plan rather than three separate ones.
Guides to read alongside
No quiz, just a plain-English read. Useful whichever stage you're at.
Exit planning guide
A plain-English walkthrough of what to expect at each stage, from first thoughts to signed deal.
Read the guide →Exit strategy options
Trade sale, management buyout, or employee ownership trust — compare the routes before you choose one.
Read the guide →Common questions
What's the difference between a trade sale, a management buyout and an Employee Ownership Trust?
A trade sale is a sale to a third-party buyer, a management buyout is a sale to your existing management team, and an Employee Ownership Trust transfers ownership to your employees. Partner buy-in and family succession are two further routes, keeping ownership closer to home.
How do you decide which route fits?
By talking it through with the team, not a quiz. The right route depends on what you want for the business, your people, and yourself after the sale.
Does this cover tax and legal as well as the sale itself?
Yes. The method, the money and the legal side are planned together, not handed to separate advisers who've never spoken to each other.
Who sees my information?
Your answers are kept confidential. They are not published or shared.
Is this the right fit for my business?
This is built for founders, CEOs and owners running a business with £5M to £100M in revenue. It's not the right fit if EBITDA is under £2M, if the business is in financial distress, or if you want to sell tomorrow with no preparation.