Planning for What’s Next: Ownership Transition & Exit Strategies Roundtable

Planning for What’s Next: Ownership Transition & Exit Strategies

For many business owners and shareholders, the question of succession isn’t just about retirement, it’s about ensuring the legacy and continued success of the business you’ve built post exit, and that you maximise your potential return at the point of sale.

The exit strategy landscape is ever changing. Over the past 10 years there has been increasing uptake with Employee Ownership Trusts, which offer owners and shareholders full Capital Gains Tax relief (for now). And over the next few years Captial Gains Tax rates, Inheritance Tax relief and Pensions and Trusts limits are all changing significantly.

So, if you haven’t yet mapped out a clear path, you're not alone. Understanding the landscape is complex and transitioning ownership is often an uncertain and emotional journey. It requires clarity, foresight, and the right support.

That is why the Manufacturers Alliance and Northwest Aerospace Alliance are collaborating with gunnercooke and Ford Hastings to offer a safe and confidential roundtable discussion covering:

• Defining your goals & ambitions for exit
• Exploring succession and exit options
• Understanding the process and key milestones
• Navigating common challenges
• Planning for life after the deal

This session is designed for business owners and shareholders who want to take part in an open and exploratory conversation regarding a successful transition, whether you're just starting to think about it or already in the process.

The event is going to be a blend of sharing insights from many years of supporting people through exit and open discussion to answer any questions you have that are unique to you and your own aspirations.