Helping clients sell their company shares with confidence

After years of growing a successful business, Jacky decided it was time to sell the shares in her business. For Jacky, this wasn’t just about walking away with a cheque. It was about protecting what she had built, making sure the deal was fair and secure, and getting her finances in order for whatever came next.

Jacky knew that selling shares came with a lot of moving parts. She was worried about what might be hidden in the small print, what her tax bill could look like, and how to manage the money after the sale.

‘I’d never sold shares before. I knew I needed professional advice, but I also needed someone I could trust. I didn’t want to get it wrong, not after everything I’d put into this business.’

We hear that a lot. Selling shares in a business is a big moment, and it’s easy to feel out of your depth. That’s exactly why we’re here.

We started by reviewing the Share Sale Agreement to make sure everything was in Jacky’s best interest. No gaps. No vague clauses. Just a well-structured deal that gave her confidence and protection.

Then we looked at the tax side of things. We helped Jacky understand what she’d owe, when she’d owe it, and how she could plan ahead. We also helped her set aside exactly what she needed – no guesswork, no nasty surprises.

Once the deal was secured, the next question was: ‘What now?’

We sat down with Jacky to talk about life after the sale. Did she want to invest? Take some time off? Think about retirement? We built a financial plan around those answers, something that gave her real direction and peace of mind.

‘Having Old Mill’s support didn’t stop when the deal closed. They helped me think about the bigger picture. I didn’t just walk away with a good agreement – I walked away with a plan.’

Jacky left the process with:

• A solid, secure Share Sale Agreement
• No unexpected tax bills
• A clear plan for the next stage of life
• And, above all, a sense of confidence and control

“Old Mill and Steve Martin have been absolutely invaluable throughout this process. At times, it could have been overwhelming, but their expertise and guidance made all the difference. They built such a sense of security into my share sale agreement, ensuring I was fully protected, and for that, I am incredibly grateful. Steve’s advice has been reassuring and practical, from tax planning to financial guidance. I wholeheartedly recommend Old Mill to anyone needing expert, trustworthy financial support. Thank you!” — Jacky

You don’t have to go it alone. Whether you’re planning a partial exit or selling up completely, we’ll help you make smart, confident decisions at every step.  Let’s start a conversation by clicking here…