Summary:

Are you preparing to exit your business, transition from daily operations, or exploring what comes next after a successful exit?

Join us for an exclusive lunch, where you'll gain expert financial insights and strategic guidance to help shape the next phase of your entrepreneurial journey. Additionally, you'll have the opportunity to hear from Matt Wills, a fellow Helm member and exited founder, who successfully built and scaled Acumen!

What to Expect:

Expert Financial Guidance

🔹 Nick Travis from Evelyn Partners will share key insights on structuring a robust financial plan tailored to business owners navigating growth, exit, or new ventures.

Strategic Planning for Long-Term Success

Explore essential financial strategies, including:

✅ Tax-efficient exit planning to maximize your returns.
✅ Managing personal wealth post-exit to support your lifestyle.
✅ Financing new ventures or diversifying into new industries.

Exclusive Networking Opportunity

Engage with fellow founders who are navigating similar transitions, exchange ideas, share challenges, and explore new opportunities in a collaborative and supportive setting.

Ticket price: Free (included in membership)

Cancellation Policy:

We kindly ask that members only sign up for events that they are certain they can attend. If you’re unable to attend an event, please contact the Events Team at least 7 days in advance, or as soon as possible in case of an emergency.

Remember, cancelling an event or not showing up means that another member may miss out on a unique opportunity, as well as there being a financial cost to Helm for the venue hire and staff time.

Any questions please contact eventmanager@helmclub.co

What’s Next? Lunch with Matt Wills, Exited Founder of Acumen