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I want to sell my company in the next few years, but I don’t know if I’m preparing it well

Take control of your wealth.

Tell us your situation in 20 minutes, no commitment.

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I want to sell my company in a few years. Am I preparing it well?

That was the question that brought Marta to Quality Finance.

Marta, 49. Co-founder of a technology consultancy.

Her assets were concentrated in the company and she wanted to understand the financial and tax decisions involved before a possible sale.

We started by reviewing the value and structure of her assets, her personal goals and the possible timetable. The tax treatment depends on the transaction and individual circumstances; it is not generally possible to choose freely between treating proceeds as a capital gain or as salary.

We considered different ownership and investment structures with the relevant legal and tax specialists. A holding company does not automatically produce a tax advantage, and any structure must have a commercial rationale and be assessed for the specific case.

The purpose of the work was to organise decisions before a possible transaction, without predicting a sale valuation or tax outcome.

This example is illustrative. Names and details have been changed to protect privacy. It does not prove or promise a financial or tax outcome. Tax rules and their interpretation can change; obtain advice for your circumstances before acting.