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UBT Accountants

EXIT
PLANNING

Exit well. Exit ready. Exit on your terms.

Our Exit Readiness Workshop and advisory process equip business owners with the tools and insights needed to prepare for a successful transition - whether through sale, succession or internal restructuring. We help you assess your current position, identify gaps and build a roadmap to a confident exit.

Our structured approach includes:

  • Exit readiness scoring and gap analysis to highlight areas of improvement.
  • Preparation of a virtual data room to support due diligence and buyer engagement.
  • Advisory support of deal structure, valuation expectations and time strategy.

We challenge assumptions, clarify options and guide you toward a transition that protects value and reflects your long-term goals.

Our Subject Specialists

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Roston Rowles

Bio

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals.

Blank Person

Name...

Bio

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals.

Blank Person

Name...

Bio

Roston has extensive experience working with clients across a variety of industries and business sizes. Fully ACA qualified, he partners closely with his clients to help them understand and manage their businesses through the financial data. 

With expertise spanning a range of assignments, Roston specialises in:

  • Strategic Financial Advisory 
  • IHT & Estate Planning Advice
  • Succession Planning & Mediation
  • Business Structures & Taxation
  • Employee Incentivisation


Roston takes a collaborative approach, ensuring his clients are equipped to make confident decisions and achieve their goals.

What Our Clients Say

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"We have found the wealth of experience available at UBTA immensely valuable as our business enters the next stage of growth, especially regarding wider tax and succession planning issues."

Richard Hibbert, Habit Action