Summary:
Are you preparing to exit your business, transition from daily operations, or exploring what comes next after a successful exit?
Join us for an exclusive lunch, where you'll gain expert financial insights and strategic guidance to help shape the next phase of your entrepreneurial journey. Additionally, you'll have the opportunity to hear from Matt Wills, a fellow Helm member and exited founder, who successfully built and scaled Acumen!
What to Expect:
Expert Financial Guidance
🔹 Nick Travis from Evelyn Partners will share key insights on structuring a robust financial plan tailored to business owners navigating growth, exit, or new ventures.
Strategic Planning for Long-Term Success
Explore essential financial strategies, including:
✅ Tax-efficient exit planning to maximize your returns.
✅ Managing personal wealth post-exit to support your lifestyle.
✅ Financing new ventures or diversifying into new industries.
Exclusive Networking Opportunity
Engage with fellow founders who are navigating similar transitions, exchange ideas, share challenges, and explore new opportunities in a collaborative and supportive setting.
Register your place
