You built it. Now it’s time to extract the value. Selling or stepping back from your business isn’t just a financial event. It’s a turning point. One that should reward the years of sacrifice, stress, and success you've poured into it.
At Strive, we help you exit on your terms, with a plan to maximise your profit, minimise your tax, and secure your financial future.
Why it matters
Too many business owners leave money on the table at exit. Some trigger tax bills that could have been avoided. Others sell without a clear plan for what comes next.
Whether you’re planning to sell, pass the business on, or wind things down, we make sure you don’t just walk away with money, you walk away with a strategy.
Before Exit
Pension contributions to reduce Corporation Tax
Extracting profits tax-efficiently
Gifting shares to family or trusts
Shareholder protection and succession planning
Pre-sale investment strategy and cashflow modelling
After Exit
Building a retirement income strategy
Investing sale proceeds for sustainable income
Estate planning to protect your legacy
Adjusting your financial plan for a new lifestyle
Book a free call
Let's take control and plan a brighter future.
Book a free call for a no-obligation exploration of your current circumstances and the opportunities ahead.
At Strive, we charge a percentage-based fee, which is fully transparent and aligned with your outcomes. However, we don’t charge anything for the first two meetings. This includes your initial discovery meeting, full financial analysis, and a personalised proposal. All at no cost, and with no obligation to proceed.
You’ll only pay a fee if you decide to go ahead with our recommendations. Everything is clearly explained upfront, with no hidden charges.
Strive Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited which is authorised and regulated by the Financial Conduct Authority. Strive Financial Planning Ltd is Registered in England and Wales, No: 16577051. Registered Address: Ingle Dene, Cragg Road, Hebden Bridge, HX7 5EN.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. Tax treatment varies according to individual circumstances and is subject to change.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
