Strategic Planning for Company Exit

Location:
Institute of Directors
Date:
21 May 2013
Time:
09:00 - 17:00
Exit Strategies
Your exit strategy is one of the most important goals in your plan for building wealth. Get all the information you need to execute it well at this one day conference.
Price shown exclude VAT unless otherwise stated.
  • Member price
    £360
  • Non-member price
    £460

This event is no longer available for booking online. Please contact your region/branch office for further assistance.
Please contact the region/branch office for ticket availability on +44 (0)20 7766 8919

Sponsored by

  • Avondale

It is never too early to consider positioning yourself and your business for a successful and lucrative exit.

As a company owner, considering an exit is a significant decision. Is it the right time for you? For your organisation? How do you achieve optimum value? This one day conference will detail some of the basic exit strategies that every business owner should consider from day one. With advice from the experts, Q&A sessions and real life examples of how to plan a successful exit.

Why should you be considering an exit strategy?

  • Understand which exit strategy best suits you and your organisation
  • Designing and executing the exit well can increase the entire value of the business by fifty percent or more
  • Every company must have an exit strategy. They don’t have to be complicated but without one your business plan is not complete.

Benefits of attending

  • Find out how a company is valued and how to increase that value
  • Understand which exit strategy best suits you and your organisation
  • Learn how to handle other shareholders and the management team
  • Define whether it is the right time for you to sell
  • Learn about different deal structures
  • Understand legal, tax and accounting considerations
  • Understand how to prevent costly mistakes and what to do post sale

Topics covered include:

Today’s market

How will the external market forces influence your exit strategy?

  • Current mergers and acquisitions market
  • Key considerations
  • Risks and opportunities

Tax and accounting pitfalls

Making sure the deal is tax-effective can have a dramatic impact on the net value you receive.

  • Tax planning for exit
  • Minimising your tax liabilities

Valuations and preparing for sale

Understand how much your business is worth and how you can easily increase this.

  • Understand how a business is valued
  • Be able to immediately increase your value
  • Tools to increase value

Legal considerations

There are significant legal issues associated with an exit strategy. Ensure you know what they are before you progress.

  • Heads of terms
  • Disclosures and guarantees
  • Warranties and indemnities
  • Managing the process

Strategies for driving the equity value

How to mould your business to gain significantstrategic growth.

  • Expert advice on how to achieve greater sale value
  • Understand why some companies sell for much more than others and how what you do can affect this
  • The role of the MD

Detailed overview of the exit process

Understand the various stages of a successful exit.

  • The importance of a structured exit framework
  • Deal structures
  • Negotiating with potential buyers

Strategic reasons for exit

Understand when the best time is for you to exit

  • When is the right time to sell?
  • Personal and commercial influences
  • Succession, floatation, liquidation or sale
  • What is the right option for you and your business?

Speakers confirmed to date:

Kevin UphillKevin Uphill, Avondale
Managing Director of Avondale and author of ‘How to Buy and Sell a Business for Wealth’

After identifying a niche in the commercial business sales market, Kevin founded Avondale, and has led the Group to become a national firm. In his career he has personally helped complete nearly 150 deals. He has also sold several other businesses of his own over the period.

As well as Avondale’s Managing Director, Kevin heads up the Value Builder team within Avondale helping Business owners develop their strategy and create the Business they want.

Tim HardmanTim Hardman, Avondale
With over 18 years M&A experience, Tim has managed over 150 successful transactions

From a financial services background Tim joined Avondale in 1994. Since then he has helped develop Avondale into the leading Business Sales and Acquisitions practice, with the highest success rate of any firm in the market. He has also been instrumental in driving innovation including establishing the Value Builder programme which helps business owners who are not yet in a position to sell drive sustainable shareholder value through both acquisitions and organic growth.

With over 18 years M&A experience, Tim’s core focus remains client facing and he has advised on and managed over 150 successful transactions on behalf of clients.

Tim is also the Chairman of the Institute of Director’s long running series of conferences on business sales, mergers and acquisitions.

Mike CooperMike Cooper, Chantrey Vellacott DFK
A Chartered Accountant and Tax Advisor advising directors and shareholders of SME’s and PLC’s since 1998

Mike qualified as a chartered accountant and chartered tax advisor.  He heads up the corporate tax function and has been advising owner managed businesses for over 22 years.  Mike understands the objectives of balancing the duty to comply with the taxes acts, with the client’s natural desire to minimise tax payments.    Mike expertise involves advising on capital allowances, group structuring and tax minimisation planning for both companies and their directors and shareholders. 

Location

116 Pall Mall, SW1Y 5ED
116 Pall Mall, SW1Y 5ED
+44 (0)20 7766 8919


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