Succession Planning in Owner Managed Businesses

Posted On May 17, 2018 By mhauk

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Date(s) - 17/05/2018
8:00 am - 10:30 am

Chichester Yacht Club Ltd


Our member firm MHA Carpenter Box and Glanvilles are joining together for an event to help you prepare for a stress-free transition when it’s time to sell or transfer ownership of your business.

This event will cover some of the primary legal issues and financial implications to be aware of when arranging your business succession plan and will also help you ensure the legacy you leave for the next generation of business owners and employees.


  • 08:00: Welcome refreshments
  • 08:30: Full English Breakfast
  • 09:00: Robert Dowling from MHA Carpenter Box will discuss:
    Corporate Finance considerations – strategies for successful company sales
  • 09:20: Lance Terry from Glanvilles will discuss:
    Legal implications – agreements and management buy-outs
  • 09:40: Rachel Pearce from MHA Carpenter Box will discuss:
    Business structures and tax mitigation – preparing your business for sale
  • 10:00: Q&A/networking
  • 10:30: Event finish


Robert Dowling

Head of MHA Construction & Real Estate Group
MHA Carpenter Box

Lance Terry

Partner, Business & Commercial Services

Rachel Pearce
Associate, Tax Services Group
MHA Carpenter Box

This event is free to attend. To book your place, please click here.