Personal review and transfer timeline
A business transfer should be planned on both sides: the company and the owner's personal timing, income needs and transition goals.
Expert note: This article was written by our chartered accountancy firm. Information is current as of 2026. For a personalised review of your situation, contact us.
Personal review and transfer timeline
Updated March 2026 - A transfer plan only works if the owner's personal goals and the company's preparation timeline move together.
See also Why anticipate the transfer?, Business transfer and Life after sale.
The key point
The owner's objectives, income needs and transition role should be clarified before the sale process really starts.
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Conclusion
A clear personal roadmap often makes the business transfer process much more coherent.
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Article written by Samuel HAYOT
Chartered Accountant, registered with the Institute of Chartered Accountants.
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