• Log in
  • Country: Wealth Management
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Family offices Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • Country: Wealth Management
    Close filters
    Choose your location
    Channel Islands Hong Kong Singapore Switzerland US citizens UK
    What client type are you?
    Family offices Business owner or entrepreneur Private individual Charity Professional adviser, lawyer or accountant Financial adviser US citizen
    UK selected (change country)
  • About Cazenove Capital

    Cazenove Capital in the UK

    • Our history
    • Our board
    • UK management team
    • A message from our Chief Executive

    Wealth Management globally

    • Schroders Plc homepage
    • Media relations

    Other links

    • Protection of deposits and investments
    • Subscribe to updates
  • Global home
Realising the value of your business
  • Your priorities (current) expand/collapse
    • Sustainabilty
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with expand/collapse
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future expand/collapse
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights expand/collapse
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events expand/collapse
    • Webinars
    • Young investor webinar series
  • Contact us expand/collapse
    • Birmingham
    • Bristol
    • Chester
    • Edinburgh
    • Leeds
    • London
    • Manchester
    • Oxford
    • Other locations
  • Subscribe expand/collapse
    • Subscribe to updates
Realising the value of your business
Search
Search
search lens

Are you looking for...

Managing your financial future
Insights
Contact us

Related Search

Image

Realising the value of your business

If you’ve built and managed a successful business, you’ll know the importance of planning

Get in touch
Realising the value of your business
Get in touch

The sale of your business is the moment at which you crystallise years of effort. It’s the point of reward for everything you and your family have risked and put into the venture.

There are many factors you will not be able to control in the sale of your business. But in a great many areas, planning ahead will help maximise value at the moment of sale. It will also ensure that you are prepared for the life stages that lie ahead.

Consideration of other family members’ interests and those of key business partners, are one likely factor to plan for ahead of a sale. Tax, income replacement, and the nature of any future involvement in the business are other issues.

Transformation: life beyond your business

For many, the sale of an all-consuming business is a transformative moment. You’ve gone from the demands of looking after a business to something very different – the choices and challenges involved in looking after your money. It’s not only a change to your financial circumstances, but it entails a psychological shift, too.

You may choose to retire, or start another business, or go into some form of voluntary or civic work. We can be by your side as you take all the time you need to adjust.

CASE STUDIES

CASE STUDY

How we helped an entrepreneur following a significant business sale

Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.

Read more

CASE STUDY

Helping a successful entrepreneur transition his wealth into a diversified, long-term portfolio

Our client is a UK resident, non-UK domiciled entrepreneur. We worked with him over a number of years to reduce his exposure to a listed company and build a long-term, diversified portfolio. We tailored our strategy to take into account his tax status.

Read more

Related insights

{{tile.ReadTime}} Min {{tile.ArtemisCategory}}

{{tile.PrimaryTag}}

{{vm.DefaultPrimaryTag}}

{{tile.Title}}

{{tile.FormattedDate}}

Choose another priority

Image

Sustainability

Sustainability is central to all our investment decisions, but we can go much further to tailor a portfolio that supports your personal values.






Find out more
Image

Retirement

To many, retirement is a daunting milestone. We can help you plan to make this a successful new chapter of your life.





 

Find out more
Image

Realising the value of your business

If you’ve built and managed a successful business, you’ll know the importance of planning.





Find out more
Image

Investing for many members of your family

There are practical aspects to managing wealth for different family members. But it’s just as much about ensuring your family’s values and vision live on through the generations.

Find out more
Image

Effective philanthropy

We can help you ensure your success and wealth will make a difference to those causes you are passionate about.

Find out more
Image

Investing a lump sum

Do you need advice on investing a lump sum arising from an inheritance, a business transaction or the sale of a property?

Find out more
Image

Income from your investments

Generating a regular and reliable income from your investments.

 

Find out more
Image

Living across borders

How many countries do you call home? How many currencies do you regularly spend in?


Find out more
  • Your priorities
    • Sustainabilty
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events
    • Webinars
    • Young investor webinar series
  • Contact us
    • Birmingham
    • Bristol
    • Chester
    • Edinburgh
    • Leeds
    • London
    • Manchester
    • Oxford
    • Other locations
  • Subscribe
    • Subscribe to updates
  • Risk warnings
  • Important information
  • Privacy Policy
  • Cookies
  • eServices regulations
  • Client security
  • Protection of deposits and investments
  • Prices for our bespoke managed funds
  • Subscribe to updates
  • Execution information
  • Scams & fraud: keeping you safe
  • Desktop view

© Copyright 2022 Schroders plc

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

UK Private Clients

This website is for those who are eligible to view it only. By continuing, you confirm that you have read and agree to the important information, risk warnings, privacy policy and cookies policy (you can accept all cookies by selecting ‘I agree’ or you can manage cookies to apply only those which you are happy to allow).