Company Restructuring for Growth & Exit
Client: Digital Marketing Agency with 5 Employees
Problem:
Business had grown fast, but owner was the sole shareholder and all income flowed through one trading entity. No succession or exit plan in place.
Solution:
We split the company into a trading arm and a holding company, moved IP and cash into the holding structure, and created share schemes for key staff.
Result:
- Reduced tax exposure on future sale
- Built a tax-efficient profit extraction strategy
- Prepared company for sale or investment in 3–5 years
About us
We are an independent firm of Chartered Certified Accountants and Chartered Tax Advisers based in London. Since our establishment, we have been dedicated to supporting clients on their business journey, providing practical, reliable, and forward-thinking advice.