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Deep Dive Webinar – Succession

About This Webinar

Our Deep Dive series of webinars is designed to look in more detail at issues facing businesses and individuals today. The series will have three main themes – future finance, sustainability, and technology.

Our fourth event of 2022 focuses on succession, and the options potentially available to the exiting owner manager.

We speak every day to business owners about management buy-outs (MBOs); employee ownership trust (EOT) and trade sale as means of realising value, and satisfying other non-financial objectives, on the exit from the business.

Three protagonists from our specialist corporate finance and tax teams will therefore each take a (blinkered) view of each of option to make the case for their option being the ’best’ one to take.

In reality, of course, we would take a more nuanced and holistic approach when working with owner managers – but this event format will give you good, high-level knowledge for each option.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Director
Nick is a Corporate Finance Director at PKF Francis Clark and focuses on business sales, management buyouts, acquisitions and both debt and equity finance raising. He has led transactions across a wide range of business sectors, from branded retail to manufacturing, tourism and advanced technologies. Nick has a clear focus on helping businesses, an innovative approach to challenges and strong commercial awareness.
Webinar hosting presenter
Tax Director
Martin is a chartered tax adviser who specialises in the tax aspects of long term reward and management share planning. He has extensive experience in employee ownership, salary exchange reward programmes, employment related securities, shareholder tax matters and employee share incentive schemes such as EMI.
Hosted By
PKF Francis Clark  webinar platform hosts Deep Dive Webinar  – Succession
PKF Francis Clark is a firm of chartered accountants and business advisers established in 1919, based in the South West.

With over 800 staff and 50 partners we work with clients on both UK and international queries.

We are a member of PKF UKI which is ranked 11th of top accountancy firms.
Attended (95)
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