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Business owners and Morgan LaRoche meet at Cwmpas to discuss succession planning

Thank you very much to everyone who joined us for our event with Cwmpas on Succession Options for Business Owners recently.

succession planning event from Morgan LaRoche

Catherine Byers of MLR presented on the key aspects of trade sales and management buy outs including sourcing a buyer, agreeing a price, sale structure options and the key steps and commercial considerations of the sale process. Rhodri Packman and Mike Jones of Cwmpas then highlighted the benefits of employee ownership as a succession option and the different models of employee ownership trust available.

We are also very grateful to Mark Wallis of Wavehill Social and Economic Research, who provided an invaluable insight into his ‘on the ground’ experiences of operating as an employee ownership trust, as well as his previous experience of selling a business by way of trade sale.

A big thank you to everyone who has given such positive feedback about the event. We are planning to repeat the event at our Carmarthen office in late spring. Look out for details on Linkedin and our website nearer the time!