Succession & Partner Exit Finance

Funding the people
coming in and going out.

Ownership changes are among the largest financial events in a practice’s life. Planning the funding early widens the options.

The journey

  1. 1

    Plan the handover

    Who is taking over, and over what timescale.

  2. 2

    Fund the incoming

    Partners, directors or family members buying in.

  3. 3

    Fund the outgoing

    Repaying capital and buying out shares.

  4. 4

    Cover run-off

    Where a closure or merger triggers PII run-off.

Let's talk

Finance for
what's next.

Before you approach a lender, speak to someone who understands the transaction. Confidential, no-obligation initial discussion.