Mapping Your Financial Future
Guiding business owners through the key areas of exit strategy with practical tips, so (when the time comes) they know what steps to take.
Date and time
Location
The Swan Hotel
11 Sadler Street Wells BA5 2RX United KingdomAgenda
Arrival and refreshments
What makes your business an attractive prospect for sale?
Nick Cramp - Specialist business coach
What specific actions should your exit strategy involve?
Nigel Harris - Burton Sweet Chartered Accountants
How to manage your money leading up to and post exit?
Derrick Laver - Laver Wealth Management
Q&A
About this event
- 2 hours
When should you start thinking about your business exit strategy?
Whilst exiting your organisation might seem like a distant prospect, having a proper plan in advance will make this process more seamless and financially beneficial.
On 9 May 2024, Burton Sweet will be running the Mapping Your Financial Future event in the Swan Hotel in Wells from 09:00 to 11:00 to guide business owners through the key areas of exit strategy and provide practical tips, so that (when the time comes) they know what steps to take.
Tickets are FREE. The event will start with refreshments, followed a presentation by our three experts, then an opportunity to ask questions and chat with us.
Nigel Harris from Burton Sweet Chartered Accountants, Derrick Laver from Independent Financial Advisers, Laver Wealth Management, and specialist business coach Nick Cramp will be sharing their insight to answer these questions:
1. How can you make your business an attractive prospect for sale?
2. What specific actions should your exit strategy involve?
3. How to manage your money leading up to and post exit?
Expert perspective
This change of direction can seem daunting not only due to the decisions that need to be made, but because of how it will affect your life moving forwards.
Getting an expert perspective will mean that you can approach your exit process with confidence, so you can secure the best possible outcome.
Frequently asked questions
This event is for all business owners, not just those currently considering exit. The information we will be sharing will be useful either immediately or due course and may well shape your decisions moving forward.
Parking is not always easy in Wells. The Swan Hotel only offers parking facilities to guests. You may wish to try Tucker Street or Union Street car parks, or Waitrose first floor where you will have to pay and display. Be aware, these are a few minutes walk from the venue.
If you have any specific dietary requirements, please let us know (jack.parsons@burton-sweet.co.uk) and we will try and cater for you as best as possible.
If you cannot find the answer to any questions you have here, then please contact jack.parsons@burton-sweet.co.uk and he will be happy to assist you.