Services
Exit Planning
Exit This Way
Exiting your business is one of the most significant financial decisions you will make. Whether you are planning a future sale, considering a management buyout, thinking about succession or preparing for retirement, having a clear and well-structured financial strategy in place makes a considerable difference to the outcome.
At Surrey Hills Accountancy, we work with business owners to take a step back, assess the full picture and put the right foundations in place, drawing on many years of experience helping businesses maximise their value ahead of a transition.
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Trusted By Growing Businesses
Exit Planning & Financial Readiness
Preparation is everything when it comes to a successful exit. We help businesses identify opportunities to improve performance, strengthen financial reporting and build the clarity and confidence needed ahead of any future transition or sale.
Financial reporting & analysis
Profitability review
Forecasting & financial planning
Cash flow analysis
KPI & performance reporting
Financial process improvements
Business performance insight
Strategic financial support
How We Support A Successful Exit
Valuation & Financial Preparation
Understanding the true value of your business and ensuring your financial records are accurate, well-organised and ready to withstand scrutiny from prospective buyers or investors.
Tax Planning
Structuring your exit in a tax-efficient manner to manage Capital Gains Tax and other liabilities effectively so more of the value you have built is retained.
Due Diligence Support
Ensuring financial transparency, accuracy and compliance throughout the process, reducing the risk of complications or delays when it matters most.
Succession Planning
Supporting business owners through leadership transitions, whether through a management buyout, third-party sale or longer-term succession planning.
- Rennie Chadwick"The team at Surrey Hills Accountancy (Helen and Lucy in particular) did a great job when I set up my own consulting business last year. Their advice was solid and fees very reasonable. If you are looking for some professional help to navigate your way through starting your business and then keeping it running, I can highly recommend them."
- Chris Wilcock"Surrey Hills Accountancy have offered me exceptional service over the past 4 years. The team are a very friendly group of experts that offer a personal service. I was new to running a business when we approached Ben and the team. They were patient, understanding and informative. I would recommend them to any individual or company. 5 stars!"
- Matthew Luxford"I’ve been using Surrey Hills Accountancy for nearly five years now, and I can’t recommend them enough. Ben and his team are incredibly professional, easy to work with and — dare I say it — make tax almost fun! They break everything down in a way that’s easy to understand and are always quick to respond, no matter the time of day. Great communication, top-quality service — would definitely recommend!"
- Roan Heming"I've been working with Ellie at Surrey Hills Accountancy for a while now, and I couldn't be happier with the service she provides. Since taking over both businesses and personal accounts, she's been incredibly efficient, knowledgeable, and proactive, making the entire process stress-free."
- Greg Thorpe"The team at Surrey Hills Accountancy are fantastic. I often need to speak to Ben quite urgently and however busy he is (all the time!) he will get back to me quickly and is always happy to make time. The team have a calm, relaxed approach and always find a solution. If you are looking for a firm that in effect can be an extension of your accounts team, you should give them a call. Even better, they are very competitive on price and I genuinely believe we get great value for money."
- Tom Drew"Surrey Hills Accountancy have been a huge help to me in setting up my new business. By taking many of the areas that I don't have the time or expertise to focus on, it means I can keep the business running smoothly. They are always on hand with advice, timely with completing various tasks and it's definitely worth a visit to their office set in the Surrey Hills (obviously!)"
- Sean Morgan-Jones"SHA has been a breath of fresh air for an SME looking for an SME/owner managed business in need of no nonsense/tax efficient support and advice. Highly recommend."
- Nick Alabaster"We were recommended Surrey Hills after so-so experience elsewhere. And delighted with the change. Recommended."
- Abbi Lampard"I could not recommend Surrey Hills Accountancy highly enough. Ben, Jo and the team have taken the time to understand my business and have made things run smoothly and efficiently since I started working with them. They are extremely knowledgable, personable and have made various recommendations that have saved me time and money! If you are looking for a new accountants, you can honestly not in my opinion find anyone better than Surrey Hills Accountancy Limited."
- Iain Chapple"We use Ben Withinshaw at Surrey Hills Accountancy to handle the accounts for our architectural design business. Ben has been a complete breath of fresh air. He gives us a really friendly and professional service and always goes above and beyond the call of duty. It's great to feel that you have someone looking after your accounts who is both highly competent and on your side."
- Nicky Woodhatch"The SHA team are AMAZING! They look after my Ltd company books and also my husband's self assessment! Surrey Hills Accountancy have been fantastic in taking all the stresses of self employment off my hands, allowing me to concentrate on the work and building my business. Highly professional and reliable, I only wish I had found them sooner."
- Ian Truscott"Switched to Ben and the team last year after a so-so experience with a bigger firm. Lovely people, you feel you are working directly with the experts, very responsive and they take the pain away. I recommend to everyone..."
- "Worked with the team from SHA for a long time. Reliable, detailed, highly professional and genuinely nice people. Really can't ask for more."
- "Friendly, efficient and great to deal with - very highly recommended!"
- "Exceptional levels of service and advice."
- Kelly Mortimer"Excellent, highly recommend!"
- Hayley Malins"Only been with Surrey Hills Accountancy for a few months, but they are extremely helpful and professional. Ellie has been amazing and always happy to help."
FAQs
Ready To Start Planning Your Exit?
Whether you are at the early thinking stage or ready to move forward, we are here to help you plan a transition that reflects the value you have built.