This training course is designed for business owners, investors, finance directors, and in-house legal professionals who are considering a business sale within the short to medium term. Selling a business is one of the most significant events in its lifecycle – this session demystifies the process, helping attendees prepare strategically, financially, and legally to achieve the best outcome.

This course covers:

Understanding the rationale for sale: Retirement, strategic exit, investment opportunity, or business restructuring – how to align the exit plan with long-term goals

Sale structure options:
•    Share sale vs. asset sale – key differences, tax and liability considerations, and when each is appropriate
•    Payment terms – upfront cash, deferred consideration, earn-outs, and retaining equity

Internal due diligence and ‘housekeeping’:
•    Reviewing statutory books, shareholder arrangements, financials, and tax position
•    Ensuring key contracts and intellectual property are properly documented
•    Employment matters, including contracts, incentive schemes, and HR compliance

Overview of the sale process: Heads of terms, exclusivity, due diligence, SPA negotiations, completion, and post-sale handover

Common pitfalls and how to avoid them: Incomplete records, misalignment among shareholders, unresolved liabilities, overreliance on key individuals, or unrealistic pricing expectations

This session combines legal, financial, and commercial perspectives, offering attendees actionable steps and practical insights to prepare their business for a smooth and successful sale.