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We’ve been invited to speak at an online webinar alongside Lexington Corporate Finance and Niche IFA, which will address strategic planning considerations on your exit, from a personal and business perspective.

  • Date: Thursday 6th May 2021 @ 10 am
  • Location: Zoom
  • Cost: Free

To register for the free online webinar, please visit:

About the webinar:

If you are approaching or planning for a business exit, you’ll want to make the process as effective and efficient as possible. This online webinar is designed to help you achieve just that.

With speakers from corporate finance, accounting, and personal finance, you’ll gain an expert insight into the process of exiting a business as well as the key areas you should consider when creating your business exit strategy.

Lexington Corporate Finance, Bevan Buckland LLP and Niche Private Clients will also highlight hidden opportunities (and pitfalls) you should be aware of from a personal and business perspective.

Thomas Edwards, Lexington Corporate Finance:

  • Exit options
  • How to build value within your business
  • Enterprise Value to Equity value
  • Recent trends in M&A
  • Benefits of using a CF Advisor

Matthew Denney, Bevan Buckland LLP:

  • Incentivising the next management team – the benefits of EMI options
  • Being deal ready – Gone through Due Diligence
  • The form of the consideration – tax considerations for loan notes and equity
  • “Business Asset Disposal Relief” – Checking qualification status and maximising the lifetime allowances

Aled Phillips, Niche Private Clients:

  • How to find your number and identify how much you’ll need from your exit to cover your lifestyle, fund retirement and any other purchases.
  • How to (both before and at exit) prepare for a liquidity event and the benefits of a cohesive strategy alongside corporate finance, accounting and solicitors.
  • How to ensure you have an effective legacy and personal tax plan after exit.

To register for the free online webinar, please visit:

To find out more about the online webinar, please don’t hesitate to get in touch on 01792 410100 alternatively email