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Why Every Business Owner Should Start Exit Planning Now

  • Writer: Jonathan Tate
    Jonathan Tate
  • Sep 9
  • 2 min read

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Over 16 years in M&A, I’ve helped business owners navigate over 70 successful transactions, generating £hundreds of millions in capital value. A recent highlight was the sale of the Rockfield Group to Rocscience—a deal that reinforced a simple truth I’ve seen time and again: how you plan your exit determines your outcome.


Too often, business owners focus on running their business and leave exit planning until the last minute. And that’s when challenges—and missed opportunities—appear. The right advice, taken early, changes everything.


1. Take Control of the Process


Without a clear strategy, the market calls the shots. Proper planning lets you control when, how, and on what terms you exit. Whether it’s a trade sale, private equity investment, or sale to an Employee Ownership Trust, the right plan ensures you negotiate from a position of strength.


2. Turn Complexity Into Opportunity


Selling a business is complex—valuations, buyer pools, deal structures, negotiations. Our experience with 70+ transactions means we anticipate challenges before they arise, turning complexity into opportunity for maximum value.


3. Focus on Your Business


The last thing you need is to be distracted by deal minutiae. With our fully managed process, you stay focused on growing your business while we handle valuation, preparation, marketing, and negotiations.


4. Protect Your Legacy


Exits aren’t just financial—they’re personal. Whether you want to safeguard jobs, protect your brand, or ensure a smooth handover, a tailored exit strategy balances financial gain with your legacy.


5. Be Ready for the Unexpected


Markets change, challenges arise—but preparation gives you resilience. Early exit planning stress-tests scenarios, identifies risks, and builds a strategy flexible enough to turn challenges into opportunities.


Bottom Line


Exiting your business is more than a transaction—it’s a milestone. With the right planning and advice, you can unlock maximum value, protect your legacy, and enter the next chapter with confidence.


At Symmetry Corporate Finance, we help business owners plan and execute exits strategically, efficiently, and successfully.


Thinking about the future of your business? Let’s talk. The earlier you plan, the better your outcome.


Jonathan Tate

Managing Director

Symmetry Corporate Finance

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