Selling the Family Business

CASE STUDY

 

Background

Brian and Charlotte owned a successful restaurant business. After many years of hard work they felt they were ready to enjoy life outside of work and spend time together, doing the things they love.

 

Our approach

Following a detailed analysis of their existing assets, future income and capital needs, matched with their lifetime goals, Manse were able to provide Brian and Charlotte with their ‘magic number’. In other words, this was the amount of money required to live their newly found enjoyment for life whilst feeling secure. This enabled Brian and Charlotte to identify what they needed to sell their business for and gave them time to carry out the necessary preparatory work required to maximise the sale value.

 

The outcome

Within two weeks of the end of this planning process, Brian and Charlotte sold their business and since then have even been able to relax and live life to the full. No worries, no regrets.