Maximising Exit Valuation – Wealth Planning for Business Owners - BGWM IR

Secure Your Financial Future: Strategic Exit Planning for Business Owners

Are you planning a trade sale, management buyout, or family succession within the next five years? Join us for three focused and highly practical sessions designed to help you unlock maximum value from your business exit—while legitimately minimising your tax liability.

Tailored for business owners of companies valued between £1–£50 million, this programme offers strategic insights, expert advice, and actionable tools to support your long-term financial goals.

Eligibility: Your business must be based in the Black Country, Birmingham, or Solihull to qualify.

Session Dates & Times:

• Monday 24th November
• Monday 1st December
• Monday 8th December Each session runs from 4:00 p.m. to 6:30 p.m.

What we’ll cover across the three sessions:

• 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

We’re proud to be joined by specialists from Alexander Daniels Finance Recruitment and Howard Wright Financial Planning, with additional expert contributors to be announced.

Important Info:

• Places are strictly limited to 12 attendees
• You must commit to attending all three sessions
• Sessions will be held at the stunning Grosvenor House, 11 St Paul’s Square, Birmingham, B3 1RB

Kindly note that we ask all attendees to complete a Client Application Form before joining one of our workshops. Once you've booked your ticket, one of our Business Finance Specialists will be in touch.