About this Event
Join us for this exclusive seminar where business sales expert James Lay and Chartered Financial Planner Gavin Wood discuss key things to consider when planning for a business sale and retirement
Throughout the seminar our experts will share their thoughts and experiences in order to prepare business owners for the sale of their business, achieve the best price and comfortably live the life they want thereafter.
James Lay is a Corporate Transactions Partner at Larking Gowen with over 20 years’ experience of advising hundreds of business owners on the sale of their businesses. He will present with a particular focus on explaining how businesses are valued, practical ways to maximise that value, sale options including the 4 step sale process, current market conditions and strategies to minimise the tax bill arising from a sale.
Gavin Wood is Head of Private Clients at Beckett Financial Services and has been a financial planner for over 25 years. He will focus on how to plan the ideal retirement, the importance of using cash flow forecasting to remove emotion from the sales decision, the key benefits of tax efficient planning pre-retirement and how to protect your wealth to make sure the retirement pot doesn’t run dry.
Who should attend?
The content of this presentation is specifically aimed at business owners generating annual pre-tax profits in excess of £250k and considering the sale of their business in the short to medium term.
Please note – from the professional community we welcome solicitors and business relationship bankers only but ask that they bring a client with them who would benefit from the day
Agenda
- 8:00 - 8:30 Coffee & bacon rolls
- 8:30 - 9:30 Presentation
- 9:30 - 9:45 Coffee/comfort break
- 9:45 - 10:45 Presentation
- 10:45am Close
Event Venue & Nearby Stays
Milsoms Kesgrave Hall, Hall Road, Ipswich, United Kingdom
GBP 0.00
