Family Business Exit: Sale, Succession & Managing the Proceeds

A 62-year-old business owner. Two imperfect offers on the table. And a family conversation he hasn't had yet. In this HNW Advisor case study, Chris Etherington (Partner, RSM) and Tom Vernon (Head of Private Clients, Sarasin & Partners) unpack how they'd advise a founder weighing a private equity roll-up against a trade sale — and what happens to the wealth once the deal is done.

Tom Vernon Head of Private Clients Sarasin & Partners

Chris Etherington Partner RSM

26 August 2026