Ask the Experts: An M&A Masterclass

Name: Ask the Experts: An M&A Masterclass
Start: 30-4-2025
End: 30-4-2025

Wednesday 30 April 2025 | 9:00 - 11:00 | 19 Floor, 1 Westfield Avenue, London E20 1HZ

30 Apr 2025

An upcoming M&A Masterclass in collaboration with accounting, tax and business advisory firm, Affinia and global, full-service wealth management firm, Canaccord Genuity.

The panel of experts will share insights and knowledge gained from decades of experience in mergers and acquisitions, tax, wealth management and related legal matters. Whether you are seeking investment to grow, contemplating acquisitions, or wish to learn how to maximise the value of your business for sale, then the experts will provide guidance and real-life examples relevant to owner managed and family run businesses.

What will you gain from attending?

Essential steps for shareholders considering exiting in 2-3 years' time to achieve maximum value
Insights into why the majority of acquisitions fail and how to avoid these common pitfalls
Why EOTs are not the ‘silver bullet’
Strategies for structuring transactions to maximise shareholder tax efficiency

Agenda

9:00am | Registration, breakfast & refreshments

9:30 - 9:45am | Panel discussion with Q&A

9:45 - 10:00am | An insight into acquiring growth and maximising value when exiting a business | Adam Croft - Head of Deal Advisory, Affinia

10:00 - 10:15am | Exploring the overlooked aspects of effective tax structuring in transactions | Clare Eve, Head of Private Client Tax, Affinia
10:15-10:30am | The key legal aspects of mergers and acquisitions | Peter Coats, M&A Partner, Weightmans

10:30 - 10:45am | How independent wealth planning can help you achieve your long-term financial goals | David Goodfellow, Head of Wealth Planning, Canaccord Genuity

10:45 - 11:00am | Networking

RSVP

With limited availability, we would encourage you to RSVP as soon as possible to secure your place.

RSVP