Succession – Passing on the family business

Passing on your business is one of the biggest decisions an owner will face: valuation, timing, and structure all play an important part in developing a succession plan that is right for you.

Our expert team across corporate finance and tax are hosting a FREE breakfast briefing on Thursday 28th September at the Bolton Stadium Hotel, exploring:

• succession routes,
• tax implications and
• key market insights

to help you understand the process of developing an exit plan in the current economic climate. The seminar will explore routes to maximise value, identify tax advantages for each structure and way secure wealth for your family.

Following the event our speakers will be available for a 30 min 1:1 breakout session for any participants wanting a confidential discussion about their specific circumstances. The number of 1:1 sessions is limited so please email l.myers@pierce.co.uk to book yours early.

Agenda:

07:30 - Arrival, Breakfast and Networking

08:00 - Welcome

- Selling the business: acquisition landscape and sale process

- Internal disposals: keeping it in the family

- Employee ownership: MBOs and EOT

09:00 - Questions, Close and Networking

09:15 - Breakout sessions – by appointment

FREE PARKING IS AVAILABLE AT THE STADIUM