Months 1 to 3: get the numbers clean
Accountant prepared accounts, management accounts each month, and personal costs separated from the business.
Months 4 to 6: reduce dependence on you
Delegate customer relationships and day to day decisions. Write down how key work gets done.
Months 7 to 9: tidy the paperwork
Put customer, supplier and employment contracts in writing. Check leases, licences and ownership of any intellectual property.
Months 10 to 12: think about the handover
Decide how long you're willing to stay on, what you want for your team, and what matters to you beyond price.
Put it into practice
General guidance only, not legal, tax or financial advice.
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