The Autumn Budget has introduced the prospect of Founders' Relief, offering a 10% Capital Gains Tax rate on qualifying gains of up to £10 million.

However, behind the attractive headline lies a complex set of conditions relating to the founder, their ownership and the business itself. Add to that changes to Business Asset Disposal Relief and EMI schemes, and the implications for entrepreneurs planning an exit could be significant.

Join Helm and Buzzacott's M&A team for an exclusive founder lunch exploring what the Autumn Budget could mean for the value of your business, your exit strategy and, ultimately, how much you walk away with.
Whether you're considering an exit in two years or ten, the decisions you make today around timing, structure and preparation could have a substantial impact on the eventual outcome.
Together, we'll explore:

• Founders' Relief: Who could qualify for the proposed 10% CGT rate, what conditions apply and where founders might face unexpected complications.
• Business Asset Disposal Relief & EMI: What the announced changes could mean for founders, shareholders and management teams.
• Exit timing and strategy: Could the new rules influence when or how you should sell your business?
• Valuation and proceeds: How tax changes and deal structures could affect what you ultimately take home.
• Preparing for an exit: What founders should be considering now to protect value, maximise opportunities and avoid costly surprises.

Expect a practical, candid conversation with Buzzacott's M&A experts, cutting through the Budget headlines to focus on what actually matters to founders.
The question isn't just what your business might sell for. It's how much of that value you'll actually keep.

Meet the Expert:

Meera specialises in advising institutional and founder shareholders through exits, whether to private equity or large corporates. Meera and her team work on transactions of £10m+, combining technical and practical knowledge in their expert assistance.

Meera has particular expertise in cross-border transactions, and deals involving IP-rich consulting companies. She is also passionate about supporting female-led businesses, and continues to do wider work on levelling the playing field within the industry.

Since 2021, Meera has been a board member of the ICAEW Corporate Finance Faculty and has also been listed in the Accountancy Age 35 under 35 rankings, which identifies stars in the sector. In recognition of the outstanding results she delivers for clients, Meera was shortlisted for the Dealmaker of the Year award as part of the Insider South East Dealmakers Awards 2023.

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 g.kapodistrias@helmclub.co