Personal Planning: Top Five M&A Tips From A Private Client Perspective

Buying or selling a company is often a life-changing event. For sellers, it may result in a significant financial windfall. For buyers, it can provide an opportunity for growth, diversification and long-term financial return through the acquisition of a new business.

For many sellers, however, a sale is not simply a corporate transaction. Alongside the commercial aspects of the deal, sellers will often need to address a range of personal matters arising from the sale process, including tax, succession and wider wealth-planning issues. Buyers should understand these considerations, as they can influence the timing, structure and implementation of a transaction, and may require steps to be taken before completion.