For Helm members Only!
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.
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.
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 7 days 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