View the webinar hosted by Oliver Field (Financial Planner), and Nathan Poole, an experienced Accountant. Together, they’ve shared practical strategies and insights to help business owners prepare their practice for sale. The following key areas are covered:
Start Early: Why early planning is crucial and how regular conversations with your financial planner and accountant can lead to better outcomes for you, your business, and your family.
Extracting Non-Business Assets:
Managing excess cash and investments to maintain trading status and avoid being classified as an investment company.
Using pension contributions and carry forward allowances effectively—especially when a partner is involved in the business.
Improving EBITDA Before Sale: Tips to enhance your business’s value pre-sale.
Share Structuring: Transferring shares to a spouse or partner to utilise dual CGT allowances and other tax efficiencies.
Financial Freedom & Legacy Planning:
Determining your “enough” number—how much you need to live off post-sale.
Exploring legacy goals and intergenerational wealth planning.
Cashflow Modelling: How this tool can help you understand your financial position and future needs.
Post-Sale Strategy:
Creating an associate company.
Living off business proceeds without immediate withdrawal.
About Oliver Field
A Financial Planner with extensive experience advising business owners on succession planning, retirement strategies, and intergenerational wealth transfer. An approach that is rooted in understanding each client’s personal and financial goals, and working closely with accountants and legal professionals to deliver integrated advice that supports long-term success.
