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  3. Succession Planning - The Pre-Exit Stage

Succession Planning - The Pre-Exit Stage

Published
Webinars Wealth
1 minute watch time

Succession Planning - The Pre Exit Stage

Succession Planning - The Pre-Exit Stage

In this video our expert Wealth team focus on the key areas of the pre-exit stage and are joined by guest speakers from financial planning specialists Equilibrium and from audit, tax and consulting experts RSM.

We will cover

  • What you need to sell for
  • Personal financial and tax planning
  • Business valuation and how to achieve your desired price
  • Crucial steps leading up to exit (to include compliance and due diligence)
  • Practical considerations for a smooth transaction
  • And more…