Deal & Exit Structuring
Pre-sale structuring for founders facing 7-, 8- or 9-figure liquidity events.
The eighteen months before a term sheet arrives is where 7-, 8- and 9-figure exits are actually decided. ASJ Group works with founders and shareholders on pre-sale structuring — CGT mitigation, earn-out design, holdco optimisation and post-exit private-wealth infrastructure.
We are not brokers. We do not introduce buyers or take a percentage of the deal. Our engagement is a fixed-fee, director-led structuring exercise that runs alongside your M&A counsel — closing the tax, trust and holdco gaps before the buyer's due diligence finds them.
Post-exit, we roll the proceeds into a private-wealth stack designed for the family the founder now is — not the founder they were on day one. Trust and foundation structuring, private-banking introductions and residency planning happen in the same director-led file.
Scope of engagement
- CGT mitigation scenarios
- Earn-out optimisation
- QSBS / BADR / SEIS bridges
Typical clients
- Founders eighteen to twenty-four months from a planned exit
- Shareholder groups preparing for a secondary or full sale
- Post-exit founders converting operating proceeds into private wealth
- Families executing a generational transfer alongside a liquidity event
A named director on the file, from first call to handover.
Current shareholding, tax residency, HoldCo and reliefs mapped; gaps identified.
HoldCo, EOT, EMI, trust or foundation overlay designed against the exit timeline.
Share reorganisations, HoldCo formation, trust settlement and reliefs claimed.
Proceeds routed into private-banking and trust infrastructure post-completion.
What you receive.
Every engagement closes with a director-signed handover pack — retained on file for thirty years.
- Pre-sale diagnostic and options memorandum
- Full structuring implementation
- Coordination with M&A counsel and tax opinion
- Post-exit private-wealth architecture
Questions we hear on every intake call.
- When should we start pre-sale structuring?
- Eighteen to twenty-four months before a target exit gives full flexibility. Twelve months still allows meaningful structuring. Under six months narrows options materially — but there is almost always something worth doing.
- Do you replace our M&A lawyer?
- No. We coordinate with your chosen corporate counsel. ASJ Group owns the pre-sale structure and post-exit wealth stack; M&A counsel runs the transaction itself.
- Do you take a percentage of the deal?
- Never. ASJ Group is fixed-fee. There is no incentive to inflate the deal size or push a specific structure.
Start with a twenty-minute call. Leave with a written scope.
Every engagement begins with a director — not a junior, not a chatbot. Fixed fees, quoted in writing, before any work begins.
More on advisory & related work
Every engagement begins with a twenty-minute director-led call. Fixed fees, in writing, before any work begins.