Future Growth: Case Study

Country Pub

Two of our clients, Stuart & Angela, owned a country pub and we took care of their accountancy, book-keeping, payroll, tax planning and business mentoring from them starting-up through to the sale of their business. They went on a journey from buying a struggling pub (having never run one before) to selling it for a very nice profit seven years later.

We guided Stuart & Angela through all stages of developing the pub - setting up a company, generating consistent sales and ultimately making annual profit. We met them monthly to review progress and action. They decided they wanted to sell their pub in 2011 and take some time out to enjoy life before starting their next venture.

They approached us for our thoughts and a process to guide them through the selling process - how to package the business, value it, promote it for sale, and continue to strengthen it during the selling process.

Stuart & Angela wanted to minimise the tax they paid on the sale proceeds and to know how best to introduce their money into a new venture.  We planned all of this in advance and as a result no tax was necessary on the sale. They kindly introduced us to the new owners too and we were delighted when they appointed us to carry on supporting the pub. Cheers!

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