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Realising the value you’ve created
Helping founders and business owners protect, grow, and enjoy their wealth after a sale.
Running a business shapes your life in ways few other roles do. It’s not just a job - it’s your vision, your energy, your name above the door. So when the time comes to step away, whether through a sale, succession, or a new chapter, planning ahead helps you move forward with confidence, clarity and purpose.
Preparing to hand over a business is one of the most significant transitions any owner will face. Whether you’re planning a full sale, a gradual succession to family or management, or simply exploring your options, the process can feel complex and deeply personal.
At Chadwicks, we guide business owners through every stage of succession – from early planning and valuation to personal financial readiness and legacy decisions. Our aim is to help you protect what you’ve built, prepare those who’ll take it forward, and move on with clarity and confidence.
Succession is rarely a single moment. It’s a journey that takes time, reflection, and practical support. With the right plan in place, you can step back on your own terms – ensuring continuity for your business, your team, and your family. And when you are ready to think about life beyond business, our Beyond Business guidance can help you plan that next stage too.
Selling a business isn’t just a transaction – it’s a turning point. While succession isn’t just about handing over the reins – it’s about ensuring the business continues to thrive.
Either way, the goal is the same, to leave the business in the best possible shape.
At Chadwicks, we focus on creating long-term value. Most valuations start with a multiple of profits, but that multiple depends on how secure and predictable those profits are. A business built on recurring income and long-term contracts will typically command more than one reliant on one-off sales.
We help business owners make meaningful changes over three to five years. Changes that lift your valuation and often your profits too.
Here are some of the key drivers that tend to increase value:
We’ll work with you to build a practical roadmap – identifying areas for improvement and helping you implement changes that make a real difference. From strategy and systems to marketing and messaging, we’ll make sure your business is ready for its next chapter.
What is succession planning and why is it important?
Succession planning ensures a smooth handover when an owner or key leader steps away. It protects business value, supports continuity, and gives everyone – from shareholders to employees – confidence about the future.
When should I start planning my business exit or succession?
Ideally, start succession planning at least three to five years before stepping back. This allows time to strengthen leadership, secure recurring income, and prepare your personal finances for the next chapter.
How can I make my business more attractive to buyers or successors?
A strong management team, reliable revenue streams, and clear strategic focus all help boost valuation. At Chadwicks, we guide owners through practical changes that lift both profits and appeal to future owners.
What’s the difference between selling a business and succession planning?
Selling focuses on transferring ownership, while succession planning prepares the business and its people for continuity. Both benefit from early financial and structural planning to protect value and ensure a smooth transition.
How does Chadwicks support business owners through succession?
We work with you from the earliest stages – helping define goals, assess value, and structure your exit. We coordinate with legal and tax advisers so your plan protects what you’ve built and aligns with your personal ambitions.