Business Exit Strategies - Seminar Series

When & Where

How to book

To reserve your space, contact Cheryl Westley on 01223 728289 or email cwestley@pem.co.uk

Programme

0900 Registration and coffee

0930 Evolving your ownership strategy

• Factors that may drive exit

• Grooming for sale

• Strategy - a practical approach to planning and implementing

• The importance of timing

• Value drivers – what will influence company valuation

• Setting price expectations

0950 Succession buy-outs - an alternative to exit

• Suitability for home-grown succession

• Financial preparation

• Human issues

• Tailoring the deal to your needs

• Funding – how much and how quickly and from where?

• Equity release - buyouts for tax efficient cash extraction

1010 Setting price expectations for an exit

• Interactive breakout session

• Practical example of pricing a company

1040 Coffee break

1100 Tax planning and wealth management

• Maximising net proceeds – efficient tax structuring

• Early preparation for tax efficient exit

• Reorganisation

• Considerations of where property should be owned

• Using tax efficient staff incentives to support your exit plans

• Wealth management and planning

1120 Selling your company – the process

• Identifying buyers and the importance of good research

• The auction process

• Presenting the business to best advantage

• Managing confidentiality

• Negotiation style and deal structuring

• Alternatives to auction

• Do’s and don’ts

1140 Negotiating the deal

• Interactive breakout session

• Practical example of negotiating a deal

1210 Questions and answers

1220 Close

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