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.
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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.
Partnering with an adviser early on can help you avoid common costly structuring, planning and taxation pitfalls and preparing early for future spending is preferable to waiting until you secure your cash post-sale.
Whether you’re growing your business or are ready to sell, it’s never too early to prepare both your personal and business finances. We can support you before, during and after a sale.