The Strategic Exit Programme – Transitioning The Legacy

Guiding SME Founders, Owners, and Directors through confident, well-planned exits.

The Smooth Handover

A successful exit is only half the journey; the other half is ensuring the business thrives under new ownership and your legacy is protected. This final session focuses on the “Smooth Handover”, moving from the intensity of leadership to a structured, knowledge-led transition that preserves culture and continuity without your constant presence.

Why this session?

We explore the emotional and practical reality of handing over the keys. We discuss how to structure the knowledge-transfer period and support new owners effectively, while simultaneously shifting your focus toward wealth stewardship. You will learn how to structure newfound liquidity and implement robust lifetime planning to ensure your family’s future is secure long after you have stepped away.

Introducing our speakers

• Richard Ross – With over 30 years’ advisory experience, helping business owners navigate succession, exit planning, and long‑term value creation.
• James Bacon – A Chartered Financial Planner, helping clients align their money with their values to build and protect long‑term wealth.

In partnership with Ashtons Legal

• Nick Palmer– A Partner in the corporate and commercial team, advising owners on de-risking operations, assignable contracts, and legal readiness.
• Richard Guy – A Partner in the lifetime planning team, protecting wealth post-exit through robust trusts, inheritance tax mitigation, and inter-generational structures.

What this is…

A supportive peer environment. We believe the real value lies in small, closed-group discussions. To maintain a safe space for leaders at a similar stage, we limit each cohort to a maximum of 15 participants. You will test ideas and gain perspective alongside peers who understand the unique weight of ownership.

What this is not…

… a retirement seminar!

Is this for you?

This is for founders who want to ensure their exit is a professional success and a personal win. If you want to plan for a smooth transition and a secure legacy, register your interest to find out more and reserve your place.