Preparation for sale/exit

location iconBirmingham | location icon Mon. 14th July 2025 | Time icon 1.50pm - 5pm
location icon In-person speaker workshop

This is an interactive workshop designed to help business owners navigate the complex process of preparing for a sale or exit, with guidance from legal, tax, and corporate finance experts.

The workshop will be led by David Hayes (Partner, OMB) and Richard Bate (Partner, Individuals), and will feature expert guest topic experts, interactive Q&A sessions, and insights drawn from real-world cases

Why attend?

Whether you’re planning a business exit in the near future or just starting to think ahead, this workshop offers invaluable insights to help you maximise value, reduce risk, and prepare thoroughly. Understand the options available and what professional support you’ll need along the way.

What will be covered?

  • Types of exits: trade sales, private equity, MBOs, EOTs

  • Role of key advisors: legal, tax, corporate finance

  • Preparing your business for sale: due diligence, asset placement, capital structure

  • Understanding buyer/investor expectations

  • Post-exit planning: wealth management, estate planning, and life after exit

  • Legal considerations: employment, IP, real estate, and data protection

Takeaways

  • Clarity on the different exit routes and which may suit your business

  • Knowledge of how to prepare your company for due diligence and sale

  • Practical insight into the roles of legal and financial advisors

  • Strategies for managing wealth and planning your legacy post-exit

  • Confidence in navigating the personal and professional aspects of selling your business

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This event is led by multiple speakers