The Marlborough Room, Blenheim PalaceTuesday 19th September, 2017

A Seminar on the Sale and Purchase of Private Business

Celebrating the 30th Anniversary of Blenheim Palace’s UNESCO World Heritage Status

2017, celebrating the 30thanniversary of Blenheim Palace’sUNESCO World Heritage Site Listing Our Programme

Topics will include:

9.00am9.30am

11.00am

11.30am12.00pm12.45pm

10.30am

Arrival, Coffee & PastriesRockworth, The Corporate Finance perspective:-

• Strategy and motivations for buyers & sellers

• Valuation: explanation & maximisation

• The process: timescales, what & who is involved

• A practical overview

Penningtons Manches, The Lawyer’s perspective:-

Questions and Discussionwith a recent client who has been through the process ofselling their businessQuestionsGuided TourBuffet Lunch

You are invited to a seminar offering a fresh perspective on the buying and selling of private businesses. We hope the spectacular setting will provide the perfect backdrop for learning about the early decisions that influence the long term success of your business, and what it takes to ultimately achieve a successful transaction.

Offering insight and perspective

Rockworth Management Partners and Penningtons Manches will discuss both the realities of the transaction process and the longer-term preparations that are critical to maximising value.

Our seminar is aimed at owners and directors of successful private businessesand those making significant corporate decisions. We will look at the various features that are important for the health of the business and, if you reach the stage of discussing a potential sale or merger, those that are also important in the eyes of acquirers.

A unique approach for successful transactions involving private businesses

Whether you want to sell now, orwhether you just want to learn more

Whilst the lessons learnt stem from experience with corporate transactions, the resulting conclusions are equally applicable to those with no immediate intention of selling. The seminar covers financial valuations and the ‘rules of thumb’ that buyers often apply to a company’s structure and market positioning, and howbest to prepare a business for sale.

• Overview of legal process• Tax planning & strategies

• Why do companies buy or sell? • When is the right time?• What creates value in a business?• What can be done in preparation

for a sale?• What are the current sectors

where M&A is active? • What has been the impact of the

last 12 months?• Some key mistakes made by both

buyers and sellers.• What are the key considerations

for both buyers and sellers?• Prospects for transaction activity

in 2017/2018.

Our Speakers

Lawrence has spent the last 16 years advising business owners and CEOs on corporate finance matters, successfully guiding private businesses on mergers and acquisitions, and typically selling privately owned businesses for entrepreneurial clients, he is now increasingly involved in offering strategic advice to owners and CEOs focussed upon value creation and crystallisation.

Rockworth Management Partners Ltd is a corporate finance house based in Oxford offering a full service and a uniqueapproach to leading transactions. The company works with clients across the UK involving parties from around the globe.

www.rockworth.co.uk

Penningtons Manches is a leading full service UK law firm, rated in top tier by Legal 500 for M&A deals up to £50m.www.penningtons.co.uk

Lawrence Price, Managing DirectorRockworth Management Partners LtdTel: 01865 784896 Mob: 07900 212669Email: lawrence.price@rockworth.co.uk

Will is a partner in Penningtons Manches’ Oxford office and specialises in advising clients on buying and selling companies. Will spent several years with Vodafone advising senior executives on high profile M&A transactions. Prior to Vodafone, Will worked for ‘Magic Circle’ firm Clifford Chance.

William Axtell, PartnerPenningtons ManchesTel: 01865 813670 Email: william.axtell@penningtons.co.uk

Kathy is a senior associate in the Oxford office who advises on the tax position for corporate acquisitions and disposals, reorganisations and restructurings and corporate finance. This includes advising individuals on tax efficient investments, such as EIS and SEIS, and providing tax structuring advice for a planned exit including advising on the availability of Entrepreneurs’ Relief.

Kathy Hills, Senior AssociatePenningtons ManchesTel: 01865 813766 Email: kathy.hills@penningtons.co.uk

Your Invitation

You can reserve your place at the seminar as follows:-

www.rockworth.co.uk/eventsenquiries@rockworth.co.uk01865 784 896

Directions

Blenheim Palace, Woodstock, Oxfordshire, OX20 1PS

By car (a 20mph speed limit applies in all parts of the Estate)Blenheim Palace is located at the edge of the picturesque town of Woodstock in Oxfordshire, on the A44 Evesham Road, and is 8 miles north-west of Oxford. Easily accessible from London and Birmingham, it takes around an hour and a half to travel to the Palace from both cities and is signposted from junction 9 of the M40.

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