Exiting Smart: Strategies for Life Beyond Your Business

For Helm Members (founders) only!Summary:Are you navigating the complex journey of exiting your business, stepping back from daily operations, or wondering what lies beyond your recent exit? Join us for an exclusive lunch hosted by Evelyn Partners, where you'll gain actionable insights from a successful exited founder and financial experts to help shape the next chapter of your entrepreneurial journey. What to Expect: Expert Financial GuidanceNick Travis from Evelyn Partners will provide valuable insights into structuring robust financial plans, focusing on the unique needs of business owners preparing for growth, exit, or new ventures. Strategic Planning for Long-Term SuccessDelve into essential strategies, including: Planning tax-efficient exits.Managing finances to support your lifestyle post-exit.Exploring ways to finance new ventures or diversify into new industries. Exclusive Networking OpportunityConnect with fellow founders who are also navigating similar transitions, and exchange experiences, ideas, and opportunities in a supportive and collaborative setting. Meet the Speaker: Nick Travis: Head of Entrepreneurs at Evelyn Partners, Nick assists a broad range of clients in structuring long-term financial plans and discretionary portfolios. He works closely with tax and financial planning professionals to ensure all elements of a client’s wealth are considered. Ticket price: Free (included in membership) Cancellation Policy: We kindly ask that members only sign up for events that they are certain they can attend. If you’re unable to attend an event, please contact the Events Team at least 72 hours in advance, or as soon as possible in case of an emergency. Remember, cancelling an event or not showing up means that another member may miss out on a unique opportunity, as well as there being a financial cost to Helm for the venue hire and staff time. Any questions please contact eventmanager@helmclub.co #BusinessGrowth