Home » Events » Exeter & N Devon Chartered Connections Breakfast May June 2019

Exeter & N Devon Chartered Connections Breakfast May June 2019

About the Event

Corporate Financial Planning  

This session will enhance your knowledge and help you to provide solutions to important areas that business owners need assistance with, such as succession planning, exit strategies, individual business strategies and maximising balance sheets.

Learning Objectives:

  • Identify the methods by which a business owner may exit the business (eg sell to a trade competitor, sell to staff or a co-shareholder, sell/gift to family next generation, die 'at a ripe old age', die prematurely, unable to work through serious injury or illness)
  • For each of the above methods, consider the effect on the business, the effect on the exiting business owner and what pre-exit financial planning should be done.
  • Identify how a business owner can secure 'Financial Independence' from the business without exiting the business   (eg maximise the personal balance sheet as well as the business balance sheet).
  • Understand the business owner’s strategy for the business and how this impacts on the above (eg (a) strategy to maximise profits and cash, (b) strategy to maximise extractions from the business, (c) hybrid).

This event is only available to Chartered members.

Programme

07:45 - 08:15 Registration

08:15 - 08:20 Welcome and Introduction

08:20 - 09:00 Corporate Financial Planning

  • Identify the methods by which a business owner may exit the business (eg sell to a trade competitor, sell to staff or a co-shareholder, sell/gift to family next generation, die 'at a ripe old age', die prematurely, unable to work through serious injury or illness)
  • For each of the above methods, consider the effect on the business, the effect on the exiting business owner and what pre-exit financial planning should be done.
  • Identify how a business owner can secure 'Financial Independence' from the business without exiting the business   (eg maximise the personal balance sheet as well as the business balance sheet).
  • Understand the business owner’s strategy for the business and how this impacts on the above (eg (a) strategy to maximise profits and cash, (b) strategy to maximise extractions from the business, (c) hybrid).



09:00 - 09:10 Closing remarks

CPD

CPD CII Scheme
 
PFS Accredited 0h 40min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.



Venue

Exeter Racecourse

Kennford
Exeter
Devon
EX6 7XS


FAQs

Chartered Members ONLY are allowed to attend Chartered Connections breakfasts.

Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at regionals@pfsevents.org and we can check your records.

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.

Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.

If you are unable to download your CPD Certificate after 48 hours, please email regionals@pfsevents.org to clarify this.

Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 7808 5616.

We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the Conference Office at regionals@pfsevents.org after the Conference and we will send you the presentation slides.

The dress code is business attire.