Exit Planning & Wealth Strategy Evening for Business Owners

Learn how to maximise business value, structure deals, reduce tax, and plan for a confident business exit — or build a buyer-ready business

About this Event

Planning to sell your business in the next few years, or simply want to ensure you're building a business a buyer want to acquire?

Join us for a practical and insightful evening hosted by GPHC Investments in partnership with Navigate Financial, designed to help business owners understand the key drivers of successful selling their business, includng how to structure deals, and to prepare both personally and financially for what comes next.

Whether you're getting ready to sell, thinking long-term, or considering growth through acquisition, this event will give you clarity and tools to move forward with confidence.

You’ll Learn:

✅ How to increase your business’s value ahead of a sale

✅ What buyers look for, and what turns them off

✅ Deal structures and their tax consequences

✅ How to plan for life after the sale, financially and personally

✅ Common mistakes to avoid when preparing for exit

Agenda


🕑: 06:30 PM
Arrival & Networking

🕑: 06:50 PM
Welcome
Host: Tony Borg, Owner and Director, Navigate Financial

🕑: 07:00 PM
Achieving Great Small Business Exits
Host: Glenn Preece - Owner, GPHC Investments

🕑: 07:25 PM
Tax Implications, Sale Structures & Buyer Expectations
Host: Jill Yang - Accountant, Navigate Financial

🕑: 07:50 PM
Financial Planning: Pre-Sale Planning for a Post-Sale Life
Host: Helio Brindero - Director, Navigate Financial

🕑: 08:15 PM
Live Panel Q&A

🕑: 08:50 PM
Drinks, Nibbles & Networking