Business Succession2023-05-09T15:50:39+01:00


If you are a business owner, let us help you think about when & how you can reap the rewards of all of your hard work.

Getting caught up in the day-to-day challenges in your business can mean you have little or no time to think or plan for life after you decide to exit your business. However, taking the time to develop a solid succession plan can drive the growth of the business, reduce taxes, and set the stage for retirement. If your current or long-term objective is to sell your business or transfer ownership to a family member(s), as a professional advisory team we are experienced in working alongside your accountant, tax consultant and/or your other business advisors to provide expert, independent retirement, and investment planning advice.

We produced a guide “The role of investment planning in a successful business exit” to assist business owners in achieving a successful business exit.

How we work with you


Working in partnership with you and your accountant, tax advisor and/or legal advisor to provide retirement and investment planning expertise.

Retirement Planning

Strategies to maximise the tax advantages that are available to pensions, with a carefully crafted investment plan to ensure your specific retirement goals are achieved.

Post-retirement Planning

Alignment of pre-retirement planning and investment strategy with your desired post-retirement lifestyle and income needs, with ongoing guidance through your retirement.

Investment Plan

Your personalised investment plan which incorporates your business, private investments, property, pension and investment assets.

Your Acuvest Advisor

Your single dedicated investment advisor provides ongoing advice and guidance, with access to the wider Acuvest team.

Truly Independent Advice

Acuvest does not accept commissions from financial product or investment providers, we act only for you.

Please note that the provision of this product or service does not require licensing, authorisation or registration with the Central Bank and, as a result, it is not covered by the Central Bank’s requirements designed to protect consumers or by a statutory compensation scheme.

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