About this event
The final webinar in our three-part series looks beyond the exit itself. After building a business and planning how to step away from it, the next question is what to do with the wealth you have created and how to make it work for you over the longer term.
This session will explore the financial and tax decisions to consider before and after a sale, from investing the proceeds and planning for inheritance to supporting the next generation, philanthropy or even starting another business.
The webinar will be chaired by Gravita CEO,Lisa Mayhew, who brings first-hand experience of leading organisations through significant growth, international expansion and periods of strategic change. She will be joined by members of ourAdvisory team, Tax Partner,Thomas Adcockand Advisory Partner,Dan Rose, who work closely with businesses on the financial, tax and strategic considerations that come with growth, investment and change.
Who should attend?
Business owners planning an exit or those who have recently sold a business and want to make informed decisions about managing their wealth.
During this session we'll cover:
- Preparing financially for an exit
- Personal tax planning before and after a sale
- Family investment companies (FICs) and trusts
- Estate and inheritance planning
- Investing sale proceeds
- Starting another business or becoming an investor
- Philanthropy and legacy planning
- Building your personal advisory team after an exit
Date:Tuesday 8th December, 2026
Time:1:00pm-1:45pm
Registration is required by using the button below. After registering, you will receive a confirmation email containing information about how to join the webinar.
Register here
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