Webinar: Preparing for life after selling your business

Views & insights

In this webinar, Paul Bentley and Amy Pethers, our wealth management specialists, discuss how to navigate selling your business and plan for the future from a personal finance perspective.

Date: Tuesday 23 July 2024
Time: 12.00 – 12.30pm
Location: Online

Selling your business can mean big changes for your life, both personally and financially. It can also be an extremely stressful time which can be eased with the right support. We’re here to help ensure you make the best use of this opportunity.

In our webinar we’ll cover the key areas you’ll need to focus on to arrive at the best outcome for you, your family and your business. These include:

  • What are your future plans?
  • Can you make work optional?
  • How do you make the most of your money?
  • Who will support you through the sale process?

There’ll also be an opportunity to ask questions in our live Q&A.

Host: Paul Bentley and Amy Pethers

Paul Bentley Headshot

Paul Bentley

Paul is a Wealth Director and provides financial planning advice to financially complex, primarily entrepreneurial private clients. He helps guide them through business exits and supports them with the financial challenges and opportunities they face going forward. He believes investing is crucial, but planning has to come first. 

Amy Pethers headshot

Amy Pethers

Amy is a Wealth Adviser and looks after the financial planning requirements of high-net-worth individuals with complex financial needs. Her focus is on entrepreneurial and C-suite clients, assisting both them and their families. She advises clients on financial strategy so that they can achieve their goals, supporting them with their investments where needed.

Register for the webinar

Fill in your details below and we will email you confirmation of your registration and a joining link for the webinar