Strategic exits: an introduction and guide to optimising your exit

20/05/2025

Jake van Beever Client Adviser

Achieving a successful business exit is a significant milestone, and navigating this complex process requires careful planning and expert advice. At Rothschild & Co, we are proud to support Boardwave in its mission of accelerating success in the software industry by offering insights and guidance on optimising exits for entrepreneurs.

Whether you are contemplating a sale or have already exited, these insights will help ensure you maximise your financial future with strategic planning and expert wealth management.

An introduction to exits

This first masterclass explores some of the key factors that drive a successful business exit.

Joel Greenwood, Founder of Alpha Advisory, is joined by leading M&A experts, including Anton Black, Partner and Head of Technology at Rothschild & Co, Global Advisory to discuss the latest trends in the M&A markets and what it takes to achieve a well-structured, high-value sale.

Anton brings his deep expertise in technology sector deals, offering insights into how businesses can position themselves for a successful transaction, align stakeholder interests, and navigate the complexities of the exit process.

Alongside Laura Maddison, Partner at Arma Partners, and Thomas Koehrer, Co-Head of EMEA TMT Investment Banking at Bank of America, this session also covers what makes a business attractive to buyers and the different exit routes available.

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Optimising your exit

Successfully exiting a business is a major milestone, but what comes next is just as important.

We were delighted to film this masterclass with Phill Robinson, Co-Founder & CEO of Boardwave and Jake van Beever, Director at Rothschild & Co Wealth Management, about the critical steps entrepreneurs should take to manage their wealth pre and post-sale.

From preparing for a liquidity event to structuring assets for long-term security, this discussion provides valuable insights into effective cash flow planning, wealth frameworks, and the role of a wealth manager before and after a transaction.

Whether you're considering a sale or have already exited, this session offers expert guidance on making the most of your financial future.

Watch here

Ready to begin your journey with us?

Speak to a Client Adviser in the UK or Switzerland

Disclaimer

Past performance is not a guide to future performance and nothing in this blog or video constitutes advice. Although the information and data herein are obtained from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and, save in the case of fraud, no responsibility or liability is or will be accepted by Rothschild & Co Wealth Management UK Limited as to or in relation to the fairness, accuracy or completeness of this video or the information forming the basis of this video or for any reliance placed on this video by any person whatsoever. In particular, no representation or warranty is given as to the achievement or reasonableness of any future projections, targets, estimates or forecasts contained in this video. Furthermore, all opinions and data used in this video are subject to change without prior notice.