Initiating a conversation with your SME/Family business clients about exit preparation is always prudent and timely. WBR’s distinguished tax advisory skills and experience serve as invaluable, non-competing allies in orchestrating plans for business exits.
The recording is available here: NAVIGATING THE TAX LANDSCAPE FOR SME BUSINESS EXITS
Please click on the link above, or the button below and complete the form, we will email a copy of the video to you.
Using real client case studies, this highly practical online event will deliver the following key takeaways:
- Tax considerations of the main business exit strategies
- How to focus on the best options for your client
- Demonstrating the success of Employee Ownership Trusts (EOTs)
- Securing and enhancing client retention through relevant, proactive, expert advice
After watching the recording, if you have any questions, please email marketing@wbrgroup.co.uk
MEET THE SPEAKERS
Matthew Evans
Executive Director
Matthew Evans
Executive Director
Matthew is the Executive Director responsible for growing the tax business, linked strategic relationships and our “Blue Room” creative thinking.
Matthew’s career, started with a Big 4 accountancy firm eventually ran the Tax Consulting team at EY before moving to a leading tax boutique, working with successful entrepreneurs and family businesses.
After EY, his own tax business grew into a wider remit with a Wealth management division, and after exiting Matthew eventually returned to tax permanently, becoming a Partner at RSM where he led the East Midlands Private Client Services practice.
Away from WBR, Matthew likes to keep active. An ex-Rugby player who also swam the English Channel as part of a relay team, he now prefers swinging a golf club.
For further information about this subject and our tax advisory services, please email marketing@wbrgroup.co.uk.
