Succession Planning - The Pre-Exit Stage

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

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…