Summary:

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Are you preparing to exit your business, transition from daily operations, or exploring what comes next after a successful exit?

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Over an exclusive lunch, we gained expert financial insights and strategic guidance to help shape the next phase of our members' entrepreneurial journey. Additionally, we had the opportunity to hear from Matt Wills, a fellow Helm member and exited founder, who successfully built and scaled Acumen!

A hybrid approach, we were joined by a Expert Financial Guidance

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🔹 Nick Travis from Evelyn Partners shared key insights on structuring a robust financial plan tailored to business owners navigating growth, exit, or new ventures.

Strategic Planning for Long-Term Success

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We explored essential financial strategies, including:

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✅ 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.

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