We are delighted to announce that Grosvenor House will be the host venue for an upcoming, highly practical event series designed to help business owners strategically plan their future: “Secure Your Financial Future: Strategic Exit Planning for Business Owners.”
This three-part programme is run by the experts at Investment Readiness and is an essential masterclass for any business owner in the West Midlands planning a trade sale, management buyout, or family succession within the next five years.
Maximise Your Valuation and Secure Your Wealth
Running across three focused sessions, the programme offers strategic insight, expert advice, and actionable tools to help you unlock maximum value from your business exit while legitimately minimising your tax liability.
Delivered by Robert Rabone, the sessions are tailored for business owners of companies valued between £1 million and £50 million.
What You Will Cover:
- Valuation fundamentals and key value drivers
- Common exit routes and how to prepare
- Pension and personal finance planning
- Tax planning (including Capital Gains Tax and Inheritance Tax)
- Succession planning and team development
Investment Readiness is proud to be joined by specialists from Alexander Daniels Finance Recruitment and Howard Wright Financial Planning, along with additional expert contributors.
Key Details & Eligibility
The event will be held right here at the stunning Grosvenor House, providing a sophisticated and focused environment for this valuable training.
- Dates & Times:
- Monday 24th November
- Monday 1st December
- Monday 8th December
- Each session runs from 4:00 p.m. to 6:30 p.m.
- Venue:
- Grosvenor House, 11 St Paul’s Square, Birmingham, B3 1RB
Important Information:
- Eligibility: Your business must be based in the Black Country, Birmingham, or Solihull to qualify.
- Capacity: Places are strictly limited to just 12 attendees to ensure a focused and impactful experience.
- Commitment: You must commit to attending all three sessions.
This is a fantastic opportunity for regional business leaders to gain expert guidance on safeguarding their personal wealth and positioning their business for a rewarding exit.
Secure your place and position your business for a successful and rewarding exit.
Register Here: https://lnkd.in/eEkm3xaa
Kindly note: All attendees are required to complete a Client Application Form before joining the workshop. Once you have booked your ticket, a Business Finance Specialist from Investment Readiness will be in touch.