Mergers & Acquisitions
Business Succession Planning: Sale, MBO, EOT or Family Transfer
The right exit is chosen years ahead. How owner-managers should compare a trade sale, management buyout, employee ownership trust and family succession. The report sets out the considerations and practical implications discussed in the article.
- Format
- PDF · 15 pages
- Published
- Published Oct 2026
- Article
- Read the article
What's inside
- 01Most owners have not decided how they will leave
- 02The four exits optimise different things, so choose the objective first
- 03Employee ownership has gone mainstream, but the tax case has narrowed
- 04Buyers' markets punish late sellers and reward prepared ones
- 05A family transfer is a governance project before it is a tax project