Event
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Business post-sale support: Thriving after the transaction

From planning to execution and beyond. Find the perfect exit opportunity with S&W.

Selling your business is a significant milestone, but the journey does not end when the deal completes. From transition planning and wealth preservation to exploring new opportunities, the post-sale period presents both challenges and possibilities.

Join S&W's expert panel for this webinar focused on navigating life after a business sale. We will explore the practical, financial and personal considerations that can help you make a successful transition and maximise the value of your hard-earned exit.

Time & Location

Agenda

Our panel will discuss:

  • Managing the transition period and fulfilling handover obligations

  • Building successful relationships with the acquiring company and navigating post-merger integration

  • Understanding life after an earn out or deferred consideration arrangement

  • The tax implications of a sale and how to manage your proceeds effectively

  • Protecting and growing your wealth through long-term financial and succession planning

  • Post-exit investment strategies commonly used by entrepreneurs

  • Planning your next chapter, whether that involves retirement, a new venture or a portfolio career

  • Avoiding common post-sale challenges and regrets

Our speakers

  • Laura Hayward

    Partner
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  • Lynne Blakey

    Lynne Blakey

    Partner
    View profile
  • NICK TRAVIS (1)

    Nick Travis

    Portfolio Manager, W1M Wealth Management
    Nick has spent his career helping business owners navigate the opportunities and complexities that come with building wealth through ownership of a growing business. His role almost always extends beyond portfolio management; he regularly introduces and coordinates advisors from different disciplines and firms to achieve a client's objectives – something that is key with a business sale on the horizon, or in the rearview mirror. Nick started in the industry in 2008 with Kleinwort Benson. He moved to Smith & Williamson in 2012, where he was promoted to Partner in 2015 and Head of Entrepreneurs in 2019.