About the Event
Are you thinking about selling your business now or in the future? Whether you’re considering a trade sale, private equity investment or stepping back completely, exiting your business is one of the most significant decisions you will ever make as a founder. But where do you start? This Business Leader masterclass in partnership with leading wealth manager RBC Brewin Dolphin will give you an overview of everything you need to consider when starting to plan your exit.
In this session, you will learn:
- Exit Options and their pros and cons: Understand the different routes to exit from trade sales and IPOs to partial exits.
- Valuation: Discover how businesses are valued and what drives a higher multiple in your sector.
- Preparation: Learn what it really means to get your business “exit ready” from financial and legal housekeeping to operational improvements and due diligence preparation.
- Deal Structuring: Gain insight into how deals are structured, key negotiation tactics, and common pitfalls that can derail a transaction.
- Timing Your Exit: Understand how to identify the optimal timing based on market conditions, business performance, and your personal goals.
- Human Factors: Reflect on the emotional and practical realities of selling your business, including:
- Why you are selling financial freedom, new ventures or retirement
- Whether you and your team are truly ready to let go
- Finding your “magic number” how much is enough
- Planning life after the sale and redefining your purpose
- How to manage and communicate with staff during the process
This interactive masterclass is designed for founders and CEOs who want an overview on how to exit on their terms, at the highest value possible and with clarity about their next chapter.
Agenda
13.30 - 14.00: Registration
14.00 - 14.05: Welcome and overview
14.05 - 14.20: Richard Harpin's exiting journey
14.20 - 15:00: The advisors: preparing to exit
Moderator:
Mark Rushton, Co-head of European M&A, Royal Bank of Canada (RBC)
- Jamie Crossman, Senior Associate, CMS M&A Law
- Jodie Miller, Senior Investment Manager, Growth Partner
- Rachael Withnell, M&A Manager, Marktlink CF
- Tom Klouda, Tax Partner, BDO
15:00 - 15.15: Table discussions with a facilitator
15.15 - 15.35: Q&A
15:35 - 16.05: Coffee break
16.05 - 16.50: Founders’ experiences: the good, bad and the ugly
Moderator:
Annabel Bosman, Regional Centre Head for London & the South East, RBC Brewin Dolphi
- Alex Price, Founder, 93digital
- Jennifer Atkinson, Founder, Travel Seen
- Steve Oliver, Founder and Managing Director, musicMagpie
16.50 - 17.05: Q&A
17.05 - 17.15: Wrap up of the day
17.15 - 18.00: Drinks reception
Access is reserved for established businesses with an annual company turnover of £3 million or more.
REGISTER HERE
