Plan Your Business Exit With Confidence and Legal Clarity

Whether you’re retiring, transferring ownership to family, or selling your interest to a partner, having a clear legal succession plan ensures your business transitions smoothly. We help you prepare the legal documents and agreements needed for an orderly exit — on your terms, and without disruption.

What’s included

  • Strategic advice on exit options (sale, transfer, wind-up)

    Drafting and review of buy/sell and succession agreements

    Guidance on share transfers, trust restructures, and partnership exits

    Preparation of exit deeds, handover documentation, and release clauses

    Coordination with accountants and financial advisors

    Support for internal transitions (e.g. to family or staff)

🔄 How It Works

  1. Initial Strategy Session – We understand your goals and timeframe, and assess the current business structure.

  2. Exit Planning – We advise on the best exit strategy (sale, transfer, restructure, or wind-down).

  3. Document Preparation – We prepare or update all required agreements to effect the transition.

  4. Execution & Handover – We help finalise the transaction or restructure and ensure all legal obligations are met.

  5. Post-Exit Support – We remain available for any transitional legal assistance, clean-up, or ongoing business support.

Legal Documents We Offer 🧾

  • Buy/Sell Agreements
    Pre-agreed terms allowing remaining business partners to buy out a departing owner due to death, disability, or exit.

  • Succession Deeds
    Used to transfer business ownership to family or nominated successors, often in conjunction with trust and share transfers.

  • Deeds of Release & Exit
    Protects both the exiting and remaining parties by resolving liabilities and releasing future claims.

  • Share Sale or Transfer Agreements
    For selling or gifting shares in a company, including valuation clauses and restraint terms if needed.

  • Updated Shareholder or Partnership Agreements
    Reflects new ownership structure after the exit or entry of a partner/shareholder.

  • Business Transition Support Pack
    Includes formal handover checklists, IP assignments, and internal transition documentation for key roles or customers.

Frequently Asked Questions

  • Yes – even if it's voluntary, exiting a business involves complex issues like liability, tax, asset transfer, and release of obligations. A lawyer ensures it's done safely and correctly.

  • A buy/sell agreement is a pre-arranged mechanism (often funded by insurance). A share sale agreement documents an actual transaction, usually negotiated at the time of exit.

  • Absolutely – we regularly assist with family succession and internal transitions. We work with your accountant or advisor to align the legal and financial sides.

  • Without one, your exit may result in disputes, financial loss, or legal uncertainty. It’s much easier to protect your legacy when a plan is in place.