For many entrepreneurs, the path to a successful business exit is about far more than just the numbers. It’s psychological journey as much as a financial one; and the role of their trusted advisers has never been more important.
At Evelyn Partners, we work closely with deal advisers to help ensure that the deal happens smoothly and delivers the best outcome for the entrepreneur, ensuring business owners are ready for life after the deal. After all, the sale of their business is just the beginning.
Through this two-part webinar series, our technical experts will share practical insights, strategies, and planning tools to help you deliver even greater business exit outcomes and investment returns to your clients. We’ll cover the key financial planning considerations pre- and post-sale.
Post-Sale Planning — What’s Next for Your Client? July 1st 2025
- Examples of post-sale structures
- Case studies illustrating how a lump sum translates to a lifetime
- Helping clients move from an income to investment mindset
- Building knowledge and confidence in investments
