Geldards announces strategic partnership with The Exit Advisory Team

Geldards, a leading law firm renowned for its corporate and commercial expertise, is delighted to announce a collaborative partnership with The Exit Advisory Team.

The newly launched alliance brings together specialist personal wealth management advice from Adam Rhodes, expert coaching to scale up a business from Neale Lewis, and corporate legal support from Debra Martin, Partner at Geldards.

Preparing a business to be ready for sale and planning for life after owning a business can feel daunting. Business owners each have their own goals and ambitions, and a variety of hurdles to overcome to achieve them. The Exit Advisory Team acts as an ‘in-house’ team of specialists, providing strategic, legal and personal wealth experts to help business owners optimise the value of their business and personal wealth.

The cross-functional team provides a joined-up approach, supporting business founders to achieve their financial goals and ensure the company is in excellent shape. The team members’ collective experience delivers an effective outcome in less time than if the business owner tackled them on their own. The collaboration was born from the desire to give business owners the confidence to feel this life-changing event has been strategically planned, and can be executed with confidence.

The Exit Advisory Team boasts a wealth of expertise and hands-on experience having guided hundreds of businesses through a wide range of successful transitions and exits. Adam Rhodes brings 20 years’ financial expertise from Rhodes Wealth Management (a partner firm of St James’s Place) offering entrepreneurs and business owners financial advice on tax-efficient profit extraction and wealth management services. Neale Lewis is a highly experienced Scaling Up coach, specialising in helping ambitious business owners grow their company ready for sale. Bringing to bear over 30 years corporate law expertise Debra Martin, who heads up Geldards’ Corporate team in the East Midlands, specialises in supporting businesses in their development and ultimate transition to new ownership.

Commenting on the new partnership Debra Martin, Partner at Geldards comments:

“Maximising exit value requires more than legal expertise or transactional support in isolation. It demands a coordinated strategy that aligns commercial growth, legal compliance and effectiveness and financial planning. Geldards’ role in The Exit Advisory Team enables us to bring holistic, real life and practical professional advice to business owners planning for their succession.

Owners who plan early — often two to three years before the transaction — typically achieve materially higher valuations. By integrating high-calibre legal advice with strategic growth and financial planning, The Exit Advisory Team equips clients with clarity, confidence and outcomes aligned with their long-term vision.”

Find out more: www.exitadvisoryteam.co.uk