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26/09/2026

An exit strategy is a plan for how a business owner intends to eventually reduce or end their ownership of a company.

For some entrepreneurs, an exit may involve selling the business to another company. For others, it could involve a management buyout, transferring ownership to family members, bringing in new shareholders or gradually reducing their involvement.

An exit strategy does not necessarily mean that a business is about to be sold. It can instead form part of longer-term business planning, sometimes years before an actual transaction takes place.

The value of a business can be influenced by numerous factors, including profitability, recurring revenues, customer concentration, intellectual property, contracts, management structure and the wider market.

The structure of the business can also influence how an eventual transaction takes place. A company owned through shares, for example, can be sold through a share transaction, while some transactions involve the sale of individual business assets.

Tax is another important component of business exits, with Capital Gains Tax and other tax rules potentially applying depending on the circumstances.

For an owner-manager, an exit can therefore represent more than simply selling a company. It can involve the transition of ownership, management responsibilities and personal wealth accumulated through the business.

22/09/2026

For many entrepreneurs, their business represents an important part of their overall wealth alongside pensions, investments and property.

When a business is sold, the proceeds of the transaction generally become personal wealth once the relevant transaction has completed and any applicable liabilities and taxes have been accounted for.

This can change the balance between business assets and personal financial assets considerably.

A business owner who has spent decades building a company may therefore move from having a significant proportion of their wealth tied up in one private company to holding more liquid financial assets.

Pension arrangements can form part of the wider picture and can be a tax-efficient tool used to mitigate taxes when the business is sold.

Business owners may have workplace or personal pensions alongside their company ownership. The value of these arrangements does not automatically change simply because a business is sold.

However, the proceeds from an exit can alter an individual's overall financial position and therefore the relationship between their pension, investments, savings and other assets.

The tax treatment of pension contributions, withdrawals and business sale proceeds is governed by separate rules.

For an entrepreneur approaching retirement, the eventual sale of their business can therefore represent both an exit from employment and a significant transition in how their retirement may be funded.

21/09/2026

A Management Buyout, or MBO, occurs when the existing management team acquires ownership of the business they currently manage.

MBOs can provide a route for an owner to exit while allowing an established management team to take control of the company.

The purchasing management team may fund the transaction using a combination of personal capital, external investment and borrowing.

The existing management team's knowledge of the business can be an important feature of an MBO. They may already understand the company's customers, employees, systems and commercial operations.

The transaction normally involves determining a value for the company and agreeing how the purchase will be funded and structured.

An MBO can also provide continuity for employees and customers because the company's existing management remains involved following the transaction.
For the exiting owner, an MBO can represent a different type of exit from a trade sale because the buyer is already part of the business.

MBOs are particularly relevant to privately owned companies where the owner has built a strong management team capable of continuing the business without the departing owner.

The process can involve accountants, lawyers, corporate finance advisers, lenders and other professional advisers.
A Management Buyout is therefore both an ownership transition and a potential succession route for an established business.

14/09/2026

The competitiveness of London's equity market remains an important issue for UK financial services in 2026.

Recent analysis has highlighted the decline in the number of UK-listed companies and the comparatively low level of domestic institutional investment in UK equities. Reuters reported in August that foreign investors now own almost 60% of the UK market, compared with around 40% two decades ago. Regulators are pursuing several reforms intended to improve the attractiveness and efficiency of UK capital markets.

The FCA has been working on changes to market structure and has proposed the development of a consolidated trading tape. This would combine information from different trading venues into a single source of market data. The FCA has said the proposed consolidated tape could launch during 2027 or early 2028, with work continuing during 2026.

The issue is significant because functioning equity markets provide companies with access to capital while giving investors opportunities to participate in company ownership. The UK's ability to attract initial public offerings and retain established listed companies remains a major topic within the financial services industry.

12/09/2026

The Value for Money (VFM) Framework is a developing regulatory framework for workplace pensions designed to improve transparency and comparison between pension schemes.
The Financial Conduct Authority and The Pensions Regulator have been developing the framework to assess factors including investment performance, costs and charges and quality of services.

In July 2026, the FCA published an updated consultation on the proposed framework. The consultation period has been extended until 15 September 2026, making it a significant regulatory development during September. The framework is intended to create greater consistency in how workplace pension schemes demonstrate value and how information about schemes can be compared.

It forms part of a wider programme of pension reform in the UK. The FCA has described the proposals as representing a significant potential shift in how the workplace pension industry operates and competes. The proposals apply to both trust-based and contract-based workplace pensions, with the FCA and The Pensions Regulator working towards greater consistency between the two types of scheme.

The September consultation deadline represents another stage in the development of the framework, with further regulatory work expected before any final implementation.

11/09/2026

EBITDA stands for Earnings Before Interest, Tax, Depreciation and Amortisation.

It is a financial measure frequently used when analysing the performance of businesses. By excluding interest, tax, depreciation and amortisation, EBITDA focuses on operating earnings before these particular costs are taken into account.

Business owners and directors may encounter EBITDA in company accounts, acquisition discussions, lending arrangements and business valuations.
One reason EBITDA is widely used is that it can provide a basis for comparing businesses with different financing structures and tax circumstances.
For example, two companies could generate similar operating earnings but have different levels of borrowing. Their profit after interest could therefore be significantly different, while their EBITDA may be relatively similar.

EBITDA is also commonly used when discussing valuation multiples. A business might be described as being valued at a particular multiple of EBITDA, although the appropriate multiple can vary considerably between sectors and individual companies. It is important to distinguish EBITDA from cash flow. EBITDA does not account for capital expenditure, changes in working capital, debt repayments or several other cash movements.

As a result, EBITDA is one financial measure among many used when assessing the performance and value of a business.

09/09/2026

September 2026 marks an important stage in the UK's developing regulatory framework for cryptoassets.

The FCA has confirmed that firms will be able to begin applying for authorisation under the UK's future cryptoasset regime from 30 September 2026. The application window is scheduled to remain open until 28 February 2027.

The future regime will cover activities including operating cryptoasset trading platforms, dealing in qualifying cryptoassets, safeguarding cryptoassets and certain stablecoin activities.
The FCA has also published a series of September information sessions for firms, including sessions covering admissions and disclosures, stablecoin issuance and the wider regulatory framework.

The new regime itself is scheduled to come into effect on 25 October 2027, meaning September 2026 represents the beginning of the formal authorisation process rather than the date on which the entire regime becomes operational.

The changes form part of a broader move towards bringing cryptoasset activities into the UK's regulated financial services framework.
For consumers, the significance of the new regime is that activities which have historically operated under different regulatory arrangements will increasingly fall within a dedicated framework.

28/08/2026

Is it that time you’re now looking to exit your business? Here is what to consider.

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

NEXA Wealth Management Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 26/09/2026

22/08/2026

What is a pension?

NEXA Wealth Management Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 22/08/2026

17/08/2026

What are pension contributions?

And how do they work?

NEXA Wealth Management Limited is an Appointed Representative of and represents only St.
James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 06/07/2026

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