Sell your business tax-free with The Legacy Exit™ Process
A proven, HMRC-compliant pathway that delivers a fair valuation, zero capital gains tax for the seller, and a motivated next generation of leadership - all packaged and managed end-to-end.
HMRC-compliant corporate structure and advance clearance application
Clear, costed proposal and timeline before you commit
Panel of specialist lawyers included in our all-inclusive package
Why founders choose Legacy Exit™
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Zero CGT on sale
Structured for a tax-free exit for the founding shareholder.
Empowered employees
Decision-making at owner level to energise performance and succession.
Stronger continuity
Optional introduction of additional senior management to cover operational gaps.
Simple, packaged process
You get one joined-up, fully managed pathway from valuation to completion.
Are You A Fit?
This is for
Founders seeking a clean, tax-efficient exit with continuity for clients and staff.
Owners who want a motivated, empowered team to drive the next stage.
Businesses ready to proceed once a fair valuation and plan are on the table.
This is not for
Owners unwilling to provide the financials needed for valuation.
Businesses not yet prepared to consider a formal HMRC-cleared structure.
How the Legacy Exit™ Process works
Step 1 - No-obligation valuation
You provide recent accounts, management information and an overview of your team and pipeline. We return your valuation and proposal typically within 7 days.
Step 2 - Your tax saving, valuation, fees and plan
We model your CGT saving, present a fully costed proposal and set out the acquisition and payment timeline. At this stage you’ll sign a confidentiality agreement to protect our IP.
Step 3 - Contracts and HMRC clearance
We handle corporate structuring for HMRC compliance, submit HMRC clearance (normally granted within 30 days), prepare the Sale & Purchase Agreement and complete the transaction - including adding senior leadership if needed.
Indicative timeline: Step 1 ~7 days; Step 2 ~7 days; Step 3 ~60 days.
What you’ll get from your discovery call
A clear explanation of how zero-CGT is achieved under the Legacy Exit™ structure.
A checklist of the information needed for your no-obligation valuation.
A realistic view of timescales and what happens at each step.
Guidance on keeping your team engaged and ready to lead post-completion.
What’s included in the all-inclusive package
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Corporate structuring for HMRC compliance
HMRC clearance application
Sale & Purchase Agreement and all related contracts
Completion, ownership change and introduction of senior management
Access to our panel of specialist lawyers with fees included in the package
Testimonials
John Doe
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Jane Doe
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Frequently Asked Questions
Is this process HMRC-compliant?
Yes. We design the structure for compliance and apply for HMRC clearance prior to completion. Clearance is normally granted within around 30 days.
How soon could I complete my exit?
Indicatively: 7 days for valuation, 7 days for the costed plan once you’re committed to sell, and around 60 days to complete legal structuring, clearance and contracts.
Do I need my own lawyers?
You’ll have legal advice, but you must use a panel firm from our specialists - and those legal fees are covered within the package.
Can I stay involved post-sale?
Yes. A paid consultancy role may be available if it benefits you and the business.
