Cashing out and moving on: A roundtable seminar

Taking place at 4.30pm on Wednesday 12th October at Sandbach Town Hall, our panel will answer all your questions on how you can prepare to exit your business.

The roundtable format will enable delegates to be fully immersed in the discuss with plenty of opportunity to get involved and ask questions on the topics that are important to them.

The agenda will loosely be:

Methods of Exit: Joanne Hamilton and Shawn Gallimore Alextra Accountants

  • What business sale options are available to me?
  • How do I ensure continued business growth and retention of key staff leading up to exit?
  • How do I ensure that I tax efficiently extract funds leading up to exit?

Preparing for Exit: Jonathan Aldersley – Butcher & Barlow Solicitors

  • Why do I need a Shareholders’ Agreement?
  • How should I restructure my business in preparation for exit?
  • What can I offer key employees by way of share options?
  • What do I need to consider in an exit plan?

Pensions and Protection: Steven Pepper – Alextra Wealth Management

  • How much cash will I need on exit to be financially secure in the future?
  • How do I protect my business in the event of early death or ill health?

Wills and LPA’s: Tim Bailey – Butcher & Barlow Solicitors

  • Why is it in important that my Will is up to date and I have an LPA in place?
  • How can I mitigate the IHT liability on my estate?

Since numbers are limited to ensure that each attendee can be fully involved please reserve your place on our Eventbrite page by clicking here.