Thinking about selling or stepping back from your business? The tax rules around exiting are changing, and the difference between planning ahead and leaving it late can be significant. In this episode of The Profit Playbook, Tracey Metcalfe is joined by partner Ed Gooderham to talk through exit planning in a shifting tax landscape.In this episode, we cover:• Business Asset Disposal Relief (BADR) — and the rise from 14% to 18%• How BADR sits alongside the main Capital Gains Tax rate• Employee Ownership Trusts (EOT) and what's changed• Business Property Relief and passing the business on• Earn-outs, deferred payments and the risks involved• Using EIS investments to hold over gains• Why certainty over your tax bill matters and when to pay it• Building value and having an exit strategy in placeChapters:00:00 Welcome & today's topic00:38 BADR and the move from 14% to 18%01:21 Where Capital Gains Tax rates could go next02:10 Employee Ownership Trusts (EOT) after the Budget02:50 Exit vs stepping back: management teams & BPR04:00 Earn-outs, deferred payments and drawing dividends06:03 EIS investments and holding over gains08:00 When to pay the tax: certainty vs deferring09:30 Why every business needs an exit strategy12:45 Key takeawaysAbout The Profit PlaybookThe Profit Playbook is the cash flow podcast for small business owners, featuring practical strategies on cash flow, profit, and financial control, hosted by Scott Harris and Tracey Metcalfe at Green & Co Accountants and Tax Advisors.⚠️ This episode is general information, not personal tax advice. Tax rates and reliefs change — please speak to us about your own situation.Work with us🌐 https://www.greenandco.com📩 https://www.greenandco.com/contact-us/Follow Green & CoFacebook: https://www.facebook.com/GreenandCoAccountantsLinkedIn: https://www.linkedin.com/company/green-and-co/TikTok: https://www.tiktok.com/@greenandcoofficial#ProfitPlaybook #ExitPlanning #BusinessExit #CapitalGainsTax #BADR #SmallBusinessUK #Tax

In this episode of The Profit Playbook, Tracey Metcalfe is joined by Susi French to discuss how business owners can use their numbers to make smarter decisions.Many businesses only look closely at their figures once the year-end has passed. But by that point, it may be too late to act.Tracey and Susi discuss why regular reviews, management accounts, KPIs, cash flow forecasts, and good bookkeeping can help business owners stay in control throughout the year.They also explore why relying on gut instinct alone can be risky, how different income streams should be reviewed separately, and why accounting software is only as good as the information being entered.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/In this episode, they cover:• Why year-end accounts can be too late for decision-making• The value of reviewing numbers before the year-end• Why gut instinct alone can be risky• What KPIs are and why they matter• How gross margin, recovery rates, and staff utilisation can support decisions• Why different income streams should be reviewed separately• How management accounts help business owners stay in control• Why cash flow forecasting matters• How software such as Xero can improve reporting• Why good bookkeeping and human review are still importantIf you want to make better business decisions, improve visibility, and avoid surprises after the year-end, this episode is full of practical advice.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/🌐 Learn more: https://www.greenandco.com/how-to-use-business-numbers-to-make-better-decisions/Like | Share | Subscribe#ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #ManagementAccounts #BusinessNumbers #CashFlow #KPIs #Xero #BusinessPlanning #SmallBusinessUK

In this episode of The Profit Playbook, Tracey Metcalfe is joined by Scott Harris to discuss whether business owners should hire more staff or look at automation first.When a business gets busy, the first reaction is often to recruit. But with technology, automation, and AI advancing quickly, it is worth stepping back to review whether new people are really the best answer.Tracey and Scott discuss how automation can help with repetitive tasks, improve efficiency, create capacity, and support existing staff in developing higher-value skills.They also explore why business owners need to communicate clearly when introducing automation, so teams understand how technology can support their role rather than simply replace tasks.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/In this episode, they cover:• Why hiring is often the default growth decision• When automation may be a better first step• How AI and technology can improve efficiency• Which tasks are best suited to automation• Why communication matters when introducing change• How automation can support staff upskilling• The risk of falling behind competitors• Why your business strategy should guide the decisionIf your business is getting busier and you are deciding whether to hire, automate, or improve systems, this episode will help you think through the next step.👉 Book a meeting with one of our partners: https://www.greenandco.com/contact-us/🌐 Learn more: https://www.greenandco.com/should-you-hire-or-automate/Like | Share | Subscribe#ProfitPlaybook #UKBusiness #BusinessGrowth #SMEs #AccountingAdvice #Automation #BusinessAutomation #AIForBusiness #HiringStaff #BusinessEfficiency #SmallBusinessUK #BusinessPlanning