Free guides
Plan your business succession, one step at a time
Plain-English answers to the questions owners ask most about handing on a business: where to start, what it's worth, how you get paid, and who could take over.
Planning your succession
Where to start, what to write down, and how long it takes.
Business succession planning: a free template and checklist
A plain-English template and checklist you can start this week.
Read the guideHow to hand over your business: a handover plan and checklist
Timeline, checklist, and what goes in the handover agreement.
Read the guideHow to retire from your own business
Your options, and why the owners who start early have the most.
Read the guideHow to choose and prepare a successor for your business
What to look for, the warning signs, and how to prepare them.
Read the guideValue and getting paid
What your business is worth and how a gradual buyout pays you.
What is my business worth?
A free, two-minute estimate based on what the business earns you.
Try the calculator Free calculatorSeller financing: get paid over time
How getting paid over time works, with a payment calculator.
Try the calculatorPhased buyout: how to sell your business gradually
Sell in stages over several years, and stay involved while you do.
Read the guideTaxes when you sell or hand over your business
The questions to bring to your accountant before you agree a deal.
Read the guideYour options
Family, employees, an outside buyer, or a successor: how they compare.
Exit strategies for small business owners
Six ways owners step away, compared side by side.
Read the guideThinking about selling your business? Start here
The first steps, and the option most owners never hear about.
Read the guideHow to sell your business without a broker
What a broker does, and what you would handle yourself.
Read the guideSelling your business to an employee, a family member, or a successor
How each works, and how they pay you when they can’t pay up front.
Read the guidePassing your business to the next generation, with or without family
What to do when the kids have built different lives.
Read the guideFor future owners
For people who want to take over and run an established business.