Succession Planning - The Pre-Exit Stage

1 minute reading time
Event date: Thursday 11th July 8:15am - 10:30am UTC

Succession Planning - The Pre-Exit Stage

Our expert Wealth team will focus on the key areas of the pre-exit stage and will be joined by guest speakers from financial planning specialists Equilibrium and from audit, tax and consulting experts RSM.

Date: Thursday 11th July

Time: From 8:15am

Location: Join us in person at Delta Hotels - Manchester Airport, Hale Road, Hale Barns, WA15 8XW.

We will cover

  • What you need to sell for
  • Personal financial and tax planning
  • Business valuation and how to achieve your desired price
  • Crucial steps leading up to exit (to include compliance and due diligence)
  • Practical considerations for a smooth transaction
  • And more…

Following the presentation, our expert panel will be available to answer any additional questions which you may have.

If you wish to submit any questions in advance or speak to a member of the team, you can email:

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