Shorts Chartered Accountants: Exit Planning Seminar

Date: 30 Nov 2018

Time: 8:00 AM - 10:00 AM

Your invitation to our free breakfast seminar on:

Exit planning. Perfect if you are a business owner who is considering:

  • Selling your business to a trade buyer
  • Exiting your business via a sale to management (MBO)
  • De-risking your position via a partial exit or cash out


Screen shot 2018-10-11 at 14.28.49The options available when planning an exit and current market trends.

Andy Ryder, Corporate Finance Partner at Shorts

Andy has over 15 years’ Corporate Finance experience. He has extensive knowledge of business acquisitions, disposals, management buyouts/ buyins and fundraising across a range of sectors and deal sizes, from <£1m up to £50m.

Screen shot 2018-10-11 at 14.29.24A guide to tax efficient exit planning and the steps required to maximise net proceeds.

David Robinson, Tax Director at Shorts

A qualified Chartered Tax Adviser with over 10 years’ experience in the profession, Dave joined Shorts having previously worked for national firms including BDO and RSM. Dave has significant experience advising growing owner managed businesses on all aspects of taxation including; acquisitions and disposals, reorganisations and exit planning.

Screen shot 2018-10-11 at 14.30.11The funding options available to help facilitate your exit.

Andy Booth, International Trade Director at HSBC Liam Penfield, Director of Business Development (Corporate) at HSBC

Andy has worked at HSBC for around 20 years. Now in the role of Corporate Development Director Andy specialises in International Trade. Over his years working for HSBC he has gained experience in completing MBO’s, acquisitions, cash out transactions and refinancing.

Screen shot 2018-10-11 at 14.30.35Liam has worked in Commercial and Corporate Banking for both RBS and HSBC for around 20 years. As Corporate Development Director, Liam has a focus on receivable finance (invoice finance.) He has significant experience in completing complex refinancing, MBO’s, acquisitions and cash out transactions for business owners.

Exit planning from a lawyer’s perspective – real life examples of how to avoid legal issues.

Screen shot 2018-10-11 at 14.29.49John Baddeley, Corporate Solicitor at Wake Smith

John Baddeley has over 30 years’ experience and is a member of Wake Smith’s management board. His main areas of work are Corporate transactional work advising buyers, sellers and funders, licensing of intellectual property, IT Contracts and Commercial Agreements.

Act now – secure your place

Reserve your place now by visiting calling 0114 2671617, or emailing:

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Location: AMP Technology Centre

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