Thinking about selling your business one day? Or just want to understand what it’s really worth?

Join us for a relaxed boardroom breakfast where we’ll talk honestly about valuing and selling your business, and how to plan your finances before and after an exit. No jargon. No hard sell. Just practical insight from people who do this every day.

This session is designed for owner managed businesses who want to:

• understand what drives the value of their business
• know how to get ‘sale ready’, even if an exit feels a while off
• plan ahead so a sale works for your life, not just your balance sheet

You’ll hear from experts across business sales, financial planning and banking, with plenty of time to ask questions and share experiences with other local business owners.

Your hosts

• Elliott Watts, founder of Integrity Group - Elliott leads Integrity Group, specialists in acquisitions, management buyouts and business valuations. With over 20 years in financial services, he supports business owners through every stage of the sale process, with advice tailored to their goals.
• Marie Smith, associate partner at Cooper Parry Wealth - Marie heads up the financial planning team in the east midlands. She is a Chartered Wealth Manager and Certified Financial Planner, specialising in helping business owners plan their wealth before and after an exit, from tax and investments to long-term and legacy planning.

The session will also include an update from Dan Kilsby, Relationship Manager for the East Midlands at Allica Bank.

Agenda

8:15 am - Arrive, grab a coffee and a breakfast roll, and get settled with other business owners from across the region.

8:30 am - Welcome and introductions, plus an update from Allica Bank.

8:45 am - Elliott Watts, Integrity Group - How to understand the true value of your business, what buyers look for, and how to get your business sale ready.

9:15 am - How Allica Bank can support your business as it grows.

9:30 am - Marie Smith, Cooper Parry Wealth - Key things to think about before and after an exit. How do you know if you’ve got enough? And how should you structure your wealth across investments, tax and legacy planning?

10:00 am - Q&A with the speakers, followed by networking and coffee.

10:30 am - Close. Light refreshments and time to continue conversations.

Other details:

• Free to attend
• Breakfast and refreshments provided
• Places are limited

If this sounds useful for you or your business, please reserve your place using the link below.