Webinar: What are my business exit options?

We are delighted to host this upcoming webinar in partnership with Innovate Finance for fintechs and fast growth businesses covering key issues around business exit.

The panel of speakers will explore interesting approaches and tax strategies around exit, including financial planning considerations for business owners, and the types of wealth management strategies that are commonly used by founders once they have sold their business. There will be an opportunity to submit questions to the expert panel.

What will be covered:

• Pre-transaction planning and exit – including method and timing, implementation of share schemes, demergers, and business asset disposal relief qualifications.
• Maximising tax efficiency
• Consideration of future income requirements to secure ideal lifestyle preferences and consideration of gifts to family members pre-sale and cashflow planning to help determine the level of any gifts
• Investment post-exit

Speakers
Laura Hayward – Partner – Private Client Tax Services at Evelyn Partners LLP
Dominic Lacey – Partner – Financial Planning at Evelyn Partners Financial Planning Ltd
Andrew Lewin – Director – Investment Management at Evelyn Partners Investment Management Services Limited