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
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View profileLaura Hayward
Partner
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View profileLynne Blakey
Partner
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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.