When you are transitioning away from your business, you want to leave it in good hands.

We listen to your needs and objectives and, with you, prepare a strategy for a smooth handover.

Top of our priority list is preserving your business continuity, maximising the value of your business, and finding the most tax-efficient strategy for you.

BTO’s Business Succession Planning team offers a comprehensive range of services tailored to the unique needs of business owners. Our expertise includes drafting and implementing succession plans to ensure a seamless transition of ownership and management, whether to family members, key employees, or third-party buyers.

Our expertise

Occasionally fallouts arise as a result of business sales and transitions. Our corporate lawyers along with our litigation team have extensive experience in handling these disputes and can step in to find a resolution.

Family businesses present unique challenges when it comes to succession. We are adept at working with  family businesses and understand the sensitivities and challenges that may arise.

We advise on creating and managing arrangements and governance structures to align the family and business interests.

A common transition strategy is to transfer the ownership and control of your business to key employees. We can advise you on all aspects of MBOs and employee-ownership transitions.

We provide legal guidance on structuring and restructuring business entities to optimise tax efficiency and protect your assets.

Our Corporate team will guide you through the process and advise you on all aspects required to achieve your desired outcome.

We handle the preparation and negotiation of shareholder and partnership agreements, with a view to establishing a clear and focused business strategy.

Every seamless transition starts with a sensible plan. We work with you to establish a detailed succession plan for you and your business and help you achieve it for a smooth handover to the new ownership.

We address potential legal and financial challenges to preserve the value of your business, maintain operational continuity, and achieve your long-term strategic goals.

Why BTO?

As a full-service firm, we work closely with our colleagues in Property, Employment, Regulatory and Compliance, and IP to cover all aspects of your deal.

We are experts in corporate law, but we also understand the commercial realities of business. With a blend of technical legal knowledge and commercial acumen, we give you focused and pragmatic advice and work alongside you as your trusted advisor.

We are experts in corporate law, but we also understand the commercial realities of business. We will give you watertight succession strategies, informed by years of our experience of previous situations.

Every deal is different, and we take the time to listen and understand your needs and objectives at the outset. With that in mind throughout the project, we give you relevant, cost-effective advice, and work with you to help you achieve your ultimate goal.

We aim to fully understand you and your business needs and objectives and provide an efficient a proactive service in meeting those needs and protecting your interests.

BTO fight your corner, but at a far fairer price than many other Scottish firms. Chambers UK

What people say...

STAY INFORMED