Business Sale Readiness: Tax Planning and Deal Structuring Essentials

Summary

If you advise corporate or SME owner-director clients, the ability to guide them through a business sale is not just valuable — it’s essential.

A business exit is often the most significant financial event in a client’s life. As more owners approach retirement or explore succession options, financial professionals have a vital role to play in ensuring a smooth, tax-efficient, and well-structured transition.

This webinar will explore the key practical steps, tax considerations, and structuring strategies involved in preparing a business for sale. You’ll gain the insight needed to support your clients throughout the process — from sale readiness and valuation to deal structuring and post-sale planning.

You’ll also learn how to:

• Integrate business exit planning into wider financial strategies.
• Identify opportunities for protection and risk mitigation.
• Collaborate effectively with other professional advisers.

Whether your clients are years from selling or actively preparing, this session will equip you to deliver forward-thinking, value-added advice when it matters most.

Register now to secure your place. Joining details will be emailed to all registered attendees ahead of the event.

Our Speaker

Lisa Macpherson‑Fletcher is a Private Client Tax Partner at RSM UK, with over 20 years’ experience advising business owners and high-net-worth families on complex tax and succession matters.

Lisa specialises in business exit planning, inheritance tax, and capital gains tax, with particular expertise in Business Asset Disposal Relief and structuring for family-owned businesses.

A Chartered Tax Adviser and STEP Scotland Treasurer, Lisa is widely recognised for delivering clear, strategic advice that helps clients navigate the tax challenges of exiting a business or transferring wealth.

Learning Objectives

Following this presentation delegates will be able to:

1. Recognize the importance of early tax planning and how to optimize the business structure in advance of a sale.
2. Assess business valuation drivers and how practical decisions can enhance saleability and maximise value.
3. Evaluate different deal structures and choose the most appropriate one based on client needs and objectives, tax outcomes, and risk considerations.
4. Understand the tax implications of various sale structures and how they affect both seller and buyer.
5. Identify the key steps to prepare a business for sale from an operational, financial, and legal standpoint.
6. Navigate common pitfalls and risks that can derail a successful sale or reduce after-tax proceeds.

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