6.55x tax-free exit highlights the power of EIS

Award-winning Seed and Enterprise Investment Scheme investment manager has just shone a light on S/EIS as a viable solution in the current context of stagnating growth and rising tax burdens.

Haatch has achieved a standout exit with Re-Flow, an award-winning field management platform, sold in an all-cash deal to private equity—delivering up to 6.55x returns for investors in just over four years.

As investments surpassed the 3-year EIS qualifying period, this returned £1.8m+ to investors while preserving their tax reliefs (not included in return figures). A strong validation of Haatch’s expertise in scaling and exiting high-growth B2B SaaS businesses.

Investors have already been able to claim 30% upfront tax relief and, as EIS rules dictate, there’s no capital gains liability on the impressive growth.

For more on what the October 2024 budget means for your clients’ increasing exposure to CGT and the alternative planning opportunities available through EIS and SEIS, take a look at Haatch’s free guide: