Achieving your magic number

We are co-hosting a breakfast event with Brewin Dolphin and ACCA on 10th April at the Vale Hotel to explore the topic of succession.

Come along to find out how you can implement an effective succession plan and achieve financial independence to ensure the best possible results for you and your business.

The Development Bank of Wales works with business owners and management teams to provide funding solutions for succession transactions when an owner is looking to sell shares in the business or retire.

The agenda for the event is as follows:

  • 8.00     Breakfast and registration
  • 8.30     Panel discussion with Adrian Watson of Brewin Dolphin; Stephen Galvin of Development Bank of Wales; Gary Partridge of Lexington Corporate Finance and Gavin Payne of ALS Managed Services Ltd. Facilitation by Bethan Cousins of Development Bank of Wales
  • 9.30     Closing remarks, coffee and networking
  • 10.00   Close

 

To reserve your place, please email wales.events@brewin.co.uk.

Who's attending

Bethan Cousins
New Business Director
Stephen Galvin
Senior Investment Executive
Becki BD
Business Development and Analysis Manager
Ruby Harcombe
Investment Executive