For business owners, planning for ownership transition requires as much discernment around the emotional factors as it does the financial terms. That’s why, in creating our Swindon Transition Counsel to focus on business owners, we take on the role of being the eyes and ears that are so critical to a successful business exit or bequest.

For any family, their business represents the biggest investment on a balance sheet—quantified not just in dollars and cents, but in dedication, sacrifice and exhaustive effort. That’s why having an experienced ally to provide an elevated level of planning and oversight with a keen attention to detail isn’t just a good idea but a necessity.

At Oxford, a Partner-owned and operated business, we understand the ethos of the business owner. We know they are pathfinders—those who have blazed a trail of success by having their eyes wide open to all aspects of their company’s growth. That’s why we work as partners during the planning process, providing the deep understanding and total transparency needed to minimize stress and ensure a smoother transition.

Our goal is to help formulate a plan that bridges market-driven forces with personal drivers. This allows us to filter out the noise created by inflation, potential changes in estate taxes and other external pressures so we can maintain a sharp focus on a business owner’s goals for sale price, post-sale interests and activities and the passage of generational wealth.

This is particularly relevant in the present day, when the go-go returns of the past five years have throttled back and structuring the best possible outcome requires more effort than ever before. Fortunately, our team of experts is battle-tested and well prepared to help business owners and their future generations realize the best possible outcome for tomorrow—and today.