Business sale bootcamp & beyond workshop: London

Join Initium Corporate Finance and Evelyn Partners for a practical workshop that helps business owners understand how to build value, reduce risk, and plan for what comes next - whether that’s a sale, succession or simply a stronger, more resilient business.

This session takes you beyond the transaction, exploring how to think like an investor, prepare for opportunity and design the next chapter of your life and wealth with purpose.

About the experts:

Initium Corporate Finance – Established in 1989 and employee-owned since 2022, Initium are specialists in private company growth and sale transactions. They’ve helped founders unlock over £3 billion in value and transition from ownership to new ventures through their Initium Fellows Network - a thriving community of over 250 former clients now pursuing everything from angel investment to philanthropy, creative ventures and new start-ups.

Evelyn Partners – A UK leader in wealth management, Evelyn Partners provides investment management and financial planning advice to help clients embrace what’s next. With £67bn of assets under management, 189 years of experience and offices in 21 towns and cities across the UK, Ireland and the Channel Islands, Evelyn Partners are committed to understanding what matters most to you, and helping you move forward with purpose.

Why attend?

• You want to build a business that’s ready for any opportunity - not just a sale.
• You’re curious how professional investors assess risk, value and readiness.
• You’re thinking about the person behind the business - and what comes next.

What will be covered?

• Thinking like a buyer – how investors and acquirers really view your business.
• The red-flag checklist – uncovering and eliminating risks that hold value back.
• Preparing for sale – timing, presentation and building your deal readiness.
• Beyond the sale – what life after exit really looks like and how to prepare for it.
• Financial freedom and future planning – how wealth strategy unlocks new possibilities.

Takeaways

• A clear roadmap for building sale-readiness and maximising long-term value.
• Practical steps to de-risk your business and boost buyer confidence.
• Tools to help you visualise your post-exit future and plan for life beyond ownership

This is not a sales event, it’s a peer-to-peer relationship building and leadership conversations among equals.

Who should attend

This session is designed for:

• Managing Directors, CEOs and business owners of an SME business turning over £1m+
• SME business leaders leading a team of more than ten people
• Leaders who value honest discussion, accountability and continuous improvement

How it works

Attendance is by invitation and suitability, to ensure every discussion delivers genuine value for all participants.

After registering, we’ll arrange a short qualifying call to:

• Understand your leadership focus and business context
• Confirm the round table is the right fit for you
• Explain what to expect on the day

Once confirmed, you’ll receive full event details.