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Join Allica Bank for our 

Succession and Exit Planning Breakfast 

With Xeinadin and the Federation of Small Businesses

Fill out the form to register

We'll send all the relevant information to your email address.

We're thrilled to have you here!

We know the value of a strong professional network in your area. 

With that in mind, Allica Bank is delighted to extend a special invitation to our Boardroom Breakfast event at the Orida Hotel in Maidstone. We'll be co-hosting with Xeinadin and The Federation of Small Businesses.

Are you prepared for the next chapter of your business journey? Join us for a focused breakfast event designed for business owners considering succession or exit planning. Gain invaluable insights to ensure a smooth transition while maximising the value of your business.

Why Attend?

  • Learn key steps to secure your business legacy.
  • Network with like-minded business owners and decision-makers.
  • Gain professional insights into wealth management and financial planning.

Breakfast and refreshments will be provided.

Seats are limited to maintain a focused and interactive environment, so reserve your place now.

Prepare for the future with confidence. Don’t miss this opportunity to start your succession journey!

About the event
Date
Wednesday, 3rd September
Time
8:30am - 10:30am
Location
Orida Hotels Maidstone, Bearsted Rd, Maidstone ME14 5AA

Event schedule

8:30am - Arrival and introduction to your hosts

Hear from Allica Bank's relationship manager, Greg Roake and national key accounts manager, Simon Lofts on how they are supporting businesses across the region, by helping their money work as hard as they do.

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9am - Insights from Mark Friend from Xeinadin, a Top 20 firm of accountants and business advisors

Mark from Xeinadin will share his expertise on planning your exit strategy to align with personal and financial goals, navigating the complexities of succession planning, and preserving and growing wealth post-exit.

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9:25am - Tim Aker from the Federation of Small Businesses

Tim will explain the benefits of being a member of the UK’s leading membership organisation for small businesses. Whether it’s legal and HR support, setting up the right business insurance, or training courses to upskill your team, the FSB can help you save on the tools you need to run and grow your small business.

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9:35am - Closing remarks from Allica Bank

Greg and Simon will highlight the importance of thinking ahead when it comes to planning your business exit strategy. They will also briefly discuss what Allica is doing to support businesses with their growth ambitions.

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9:35am onwards - Time for networking

You can use this time to meet with representatives from Allica Bank, Xeinadin, and the Federation of Small Businesses, as well as other business owners from across the region.

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