Maximising exit valuation – wealth planning for business owners

When: Monday 24 November, 16:00 - 18:30

Where: Grosvenor House - Virtual Offices, Birmingham, 11 Saint Paul's Square Birmingham B3 1RB

Get tickets: Click here to find out more and register.

Are you planning a trade sale, management buyout, or family succession within the next five years? Join us for three focused and highly practical sessions designed to help you unlock maximum value from your business exit—while legitimately minimising your tax liability.

Tailored for business owners of companies valued between £1–£50 million, this programme offers strategic insights, expert advice, and actionable tools to support your long-term financial goals.

Eligibility:

Your business must be based in the Black Country, Birmingham, or Solihull to qualify.

Session dates & times:

Monday 24th November
Monday 1st December
Monday 8th December Each session runs from 4:00 p.m. to 6:30 p.m.
What we’ll cover across the three sessions:

Valuation fundamentals and key value drivers
Common exit routes and how to prepare
Pension and personal finance planning
Tax planning (including Capital Gains Tax and Inheritance Tax)
Succession planning and team development
We’re proud to be joined by specialists from Alexander Daniels Finance Recruitment and Howard Wright Financial Planning, with additional expert contributors to be announced.

Important info:

• Places are strictly limited to 12 attendees.
• You must commit to attending all three sessions.
• Kindly note that we ask all attendees to complete a Client Application Form before joining one of our workshops.
• Once you've booked your ticket, one of our Business Finance Specialists will be in touch.