At Wilson Partners, we understand that a portfolio company is always for sale for the right price at the right time. And we believe that to achieve the best possible outcome at exit, it should be at the forefront of investors’ minds from day one.
Once your exit strategy is agreed, at the appropriate time we will undertake a full review of the portfolio company (including all financial, tax and operational considerations). We can also help with financial modelling, valuations and when the time comes, our transaction services and M&A teams can provide all the support you need. In this way, we will ensure you achieve the best return possible on the sale of the portfolio company.
Talk to us today to find out more.
Steve Lawrey – The tax team at Wilson Partners
Dan James, Wilson Partners
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Tyron Reinecke
Tom Bradbury
Stefan Botha
Philip Atkinson
James Feast
Jake Maslen
Ed Macpherson
Dan James
Cara Meyer
Aaron Waters
Together thinking
Inheritance Tax on pensions from April 2027: Why many existing estate plans may need a rethink
Property Newsletter – July 2026
Trusts
Renewable and clean technology support brochure
HMRC consultation signals closer scrutiny of Directors’ Loan Accounts
July 2026 – Tax News
