Match Fit: Building a business that's ready for Its next chapter
Understand the tools available to achieve a successful exit with minimal liabilities
For many business owners, particularly those who have spent 20 or 30 years building their companies, succession can feel daunting because they don’t know where to start. The session will provide a clear framework to understand your options, identify the gaps and begin building a business that is valuable, transferable and capable of thriving without you.
Our practical session on succession planning and preparing your business for the next chapter will help you understand the different routes available to you, and, importantly, what you need to do before you are ready to transact.
What you’ll discover
- Understand the different succession options available to an owner-managed business - trade sale, private equity, Management Buyout (MBO), family succession or retaining ownership with a stronger management team.
- Identify the factors that really drive the enterprise value and attractiveness of a business to future buyers, investors, and funders.
- Explore how to reduce owner dependency and build a management team capable of operating the business without the founder at the centre of every decision.
- Understand what an investor-ready business looks like - including management information, financial forecasting, governance, commercial strategy, and operational discipline.
- Learn how to build a practical 6 to 18-month succession roadmap, rather than waiting until the owner decides they want to sell.
- Consider how to prepare both the business and the shareholder personally for an eventual exit.
- Understand when an MBO could be a viable alternative to selling to a third party, and what needs to be in place for the management team to fund and execute one successfully.
- Be clear on tax, contingency, W&I and litigation issues
- Leave with a simple framework to assess “How exit-ready is my business today?” and where the biggest opportunities exist to improve value.
Your speakers
Jane Jones, Director – Financial Lines at PIB Insurance Brokers and Gavin Jones, Owner & CEO at GCJ Advisory.
A successful exit is rarely an event - it is the result of a period of deliberate preparation.
| Topic | Date | Location | Details |
|---|---|---|---|
| Match Fit: Building a business that's ready for Its next chapter | 13th October 2026 | Birmingham - Edgbaston Stadium | Book now |