Business Owners Breakfast Briefing – West Yorkshire

Protecting, Growing and Realising Business Wealth

Refreshments: Breakfast buns and refreshments served on arrival

Running a successful business brings opportunity, but it also creates risk and complexity. This breakfast briefing is designed exclusively for business owners who want to protect what they’ve built, extract profits efficiently, and plan ahead for a successful and tax efficient exit.

Hosted by Navigation Wealth Management, the session will provide practical insight into the key financial planning challenges faced by business owners – both now and in the future.

What we’ll cover

Protecting your business:

We’ll explore how to safeguard your business in the event of the unexpected, including:

• Protecting key people whose loss could impact profits or continuity
• Ensuring profits and cashflow are protected
• Shareholder and partnership protection to maintain control and stability
• Profit extraction and wealth building

Learn how to:

• Withdraw profits from your business in the most tax efficient way
• Use your business as a tool to build long term personal wealth
• Balance reinvestment, remuneration, and future security

Exit planning and life after the business:

Whether an exit is years away or closer than you think, preparation is key. We’ll discuss:

• How to prepare your business for an owner exit in a tax efficient manner
• Maximising value and avoiding common pitfalls
• Investing and managing proceeds to support your lifestyle and future goals

Why attend?

• Gain clarity on complex but vital areas of business financial planning
• Understand what actions you may need to take now, not just later
• Leave with practical ideas and next steps, not jargon
• Network with fellow local business owners in a relaxed setting

The session will be informative, concise, and practical, with plenty of opportunity for questions and discussion over breakfast.

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.