Retirement / Exit Planning

Maximize the value of your life’s work with FMY’s retirement and exit planning services. We design tax-efficient exit strategies—whether selling to a competitor, transitioning to family, or structuring a Management Buyout (MBO). Our valuations and pre-sale audits enhance EBITDA, making your business irresistible to buyers.

We optimize reliefs like Business Asset Disposal Relief (10% CGT) and structure phased exits to minimize tax. Post-sale, we advise on wealth preservation through trusts, pensions, or philanthropic giving. With FMY, your exit secures both financial freedom and a lasting legacy.