Are you looking for more information and support on how you can support your clients prepare for a successful business exit?
In this recording, our panel of experts explored key planning considerations, pre-sale structuring opportunities, and the crucial role advisers play in keeping deals on track.
In this recording we cover:
- Financial planning basics for every business stage
- Working with entrepreneurs to find their ‘magic number’
- Pre-sale planning opportunities to maximize returns
- Common pitfalls which can delay the sale process
- Key upcoming tax changes in 2026 and how these will affect business owners
Join us for the second part of our adviser webinar series:
Post-Sale Planning — What’s Next for Your Client?
Date: Tuesday 1 July 2025
Time: 12:00
Location: Live online webinar
In this session, we’ll explore how to support clients after the sale; from wealth structuring to helping them transition from an income mindset to long-term investment planning.
Other webinars in this series
Sign up to attend the second of our two-part webinar series, 'Post-Sale Planning — What’s Next for Your Client?'.
Time & Location
Online
12:00 - 13:00 GMT
