SCALING UP TO ACHIEVE AN EXTRAORDINARY EXIT EVENT

Helping you to sell your business for the highest value and the least amount of drama

Reserve My Place

Wednesday, 21st September 2022, 12:00pm – 18:00pm 

Arundel House, Arundel Street, Temple, London, WC2R 3DX

Tickets (Fee Is Via Charity Donation)

Reserve My Place

You will learn about...

 

MAXIMISING THE VALUE OF YOUR BUSINESS

You have worked hard to grow your business and deserve to achieve a premium for the value of your business

 

PREPARING AN EXTRAORDINARY EXIT

Helping you through the emotional and psychological journey of selling your business 

 

YOUR WEALTH AND LEAVING A LEGACY

The importance of structuring your financial affairs ahead of your exit to ensure you retain your wealth 

 

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THE CHALLENGE OF PREPARING YOUR COMPANY FOR EXIT

For many successful entrepreneurs, the single biggest financial event of their careers will be the sale of their company. If executed effectively, the sale can eclipse all the years of income in the business.

The challenge is that, with the rise of private equity firms, venture capital and strategic brokers, the sophistication level of buyers has risen exponentially. For the entrepreneur, it might be the first (or second) deal they have ever been a part of, while the buyer may have closed dozens or hundreds of deals this year!

We understand the challenges that owners and founders of companies go through as they approach their sale. We are determined to ensure that not only do we make the whole of this experience as stress free as possible, but more importantly ensure that they not only maximise the valuation of their company, but also ensure through the right planning and preparation they get to retain as much of the sale proceeds as possible .

Reserve My Place

 

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THE EVENT

To help you fully plan and prepare for an extraordinary exit we have combine the experts who will help you successful Scale up and maximise the value of your organisation ( Scaling Up Coaching), experts who will help you to achieve the best deal outcomes (STS Capital), and experts who will help you discover your Magic Number while also helping you to keep the most net value with tax and estate planning ( Rhodes Wealth Management )

You will also be hearing from a number of owners and and CEOs who have exited their businesses over the past couple of years on their experiences and their advice to anyone preparing to sell their companies.

 

WHO SHOULD ATTEND?

Owners, Founders and CEOs of  companies with revenues over £5 m who are looking to exit their business over the next 5 years and who are seeking to maximise the valuation of their company.

Reserve My Place

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THE AGENDA

12.00pm - Reception and Buffet Lunch

1.00pm -  Welcome  (Neale Lewis)

1.10pm - Exit planning   (Mark Carmichael)

1.30pm - Scaling Up your business to maximise the value of your company. (Verne Harnish)

2:00pm - Preparing your company for Exit.  (John Ratliff)

3:00pm - Break

3:15 pm -Tax, estate planning and what’s your Magic Number?  (Adam Rhodes)

4:00 pm - Selling your company to a Strategic Buyer.  (Ron Pullar)

5:00pm - Entrepreneurs Experience

5:30pm - Q&A session

6:00pm - Drinks reception : Wine and Cheese

8:00pm - Event Closes

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YOU WILL LEARN

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How to develop the right mindset to achieve the optimal result

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How to create an external advisory board who will be guiding you through exit planning process

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Understanding the key drivers that determine the valuation of your business

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Discovering "Rembrandts in your Attic"

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Key strategies to maximise the value of your business

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How to plan for an Extraordinary Exit

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The exact steps you can take today to maximise the future value of your company

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The pros and cons of different buyers i.e P/E v Venture Capital v Strategic Buyers

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Discover your Magic Number as well as learn pre and post sale strategies to preserve your wealth.

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MEET YOUR HOST AND GUEST SPEAKERS

Neale

 

Neale Lewis - Your Host

Neale Lewis is a Scale-Up expert with a powerful track record of delivering, through training, substantial business growth and performance improvements for ambitious mid market companies.

Neale is the CEO of Neale Lewis Associates, a boutique coaching and consulting organisation that is focused on helping companies successfully Scale Up and then prepare for a Strategic exit.

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Verne Harnish - Founder/ CEO Scaling Up

Verne Harnish is founder of the world-renowned Entrepreneurs’ Organization (EO), with over 16,000 members worldwide, and chaired for fifteen years EO’s premiere CEO program held at MIT, a program in which he still teaches today.

Founder and CEO of Scaling Up, a global executive education and coaching company with over 200 partners on six continents, Verne has spent the past four decades helping companies scaleup.

He’s the author of the bestseller Mastering the Rockefeller Habits; and wrote Scaling Up (Rockefeller Habits 2.0) which has been translated into 22 languages and has won eight major international book awards including the prestigious International Book Award for Best General Business book. His latest book, Scaling Up Compensation, rocketed to the #1 HR book on Amazon.

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John Ratliff, CEO Scaling Up Coaches Organisation

John brings over 25 years of experience as an entrepreneur, CEO and investment banker. In 2013, he co-founded align5 (in partnership with STS Capital) to advise growth company entrepreneurs and family enterprises on a variety of strategic issues including sell-side and buy-side M&A.

John was also the founder and CEO of Appletree Answers, a telephone answering service company he started in 1995. He grew the company organically by implementing strategies from Rockefeller Habits 2.0 (the Scaling Up methodology) and through a series of acquisitions to 24 U.S. locations and 650 employees. John sold Appletree Answers to a strategic buyer in June 2012 for a significant higher valuation multiple to the industry average.

Today, he is CEO of Scaling Up Coaches and Managing Director & Partner of align5, a strategic consultancy and coaching firm.

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Ron Pullar - STS Capital

Ron is a Managing Director at STS Capital partners and specialises in selling privately held companies to Strategic Buyers. Leveraging his years of experience in capital raising, due diligence and preparing companies to achieve an extraordinary exit.

STS Capital Partners is an international, boutique mergers and acquisitions firm, specialising in sell-side consulting and advisory services for mid-market entrepreneurial and family businesses. Their focus is on generating maximum multiples of expected value when planning and executing the sale of their companies to international strategic buyers.

They do this by focusing on three key distinct areas: 1. Being the expert guide throughout the selling journey. 2. Ensuring companies achieve maximum financial value through selling to Strategic Buyers. 3. Supporting Owners and CEOs in leaving a lasting legacy.

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Adam Rhodes - St James's Place Wealth Management

Adam Rhodes is the Founder and CEO of Rhodes Wealth Management. As a partner of St. James Wealth management Adam has grown the company to be one of the leading financial advice firms in the country.

The company specialises in helping companies prepare their exit strategy. This means you can work to secure the future success of what you’ve worked so hard to build and can make your own future plans.

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Reserve My Place

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DON'T LEAVE IT TO CHANCE

Whether you plan to sell your business today or in 5+ years time, now is the time to get a great team around you that will help you maximise that future sale, so you have no regrets.

Reserve My Place