Cash Out With Confidence – Turning Business Value Into Family Security After an Exit
Many business owners spend years building significant value on paper, but far fewer feel clear or confident about what that value will actually mean for their lifestyle once they step away.
In this practical and engaging session, we will explore the key financial decisions that arise before, during and after the sale of a business.
The focus is on helping founders translate an exit valuation into real-world outcomes: sustainable income, financial security, and a clear plan for what comes next.
We will cover:
Why business valuation is often very different from the number founders have in their head
How to define what you truly need from an exit (not just what you could get)
Turning sale proceeds into sustainable long-term income
Common mistakes owners make when moving from running a business to managing personal wealth
How to balance opportunity, security and flexibility after a liquidity event
The importance of aligning financial decisions with life priorities beyond the deal itself
How the money can have a positive impact on your family post-sale.
Please note that this event is reserved for members only.
If you are interested in becoming a member, please contact [email protected] for more information
About the Speakers:
Ed Stubbs is a Chartered Financial Planner and Head of Xentum Corporate, specialising in helping UK business owners prepare for the financial and personal realities of exiting their business. He works with founders to define their ‘enough’ number, structure post-sale income, and ensure wealth supports both lifestyle and family security through the transition into the next chapter.
Tristan is one of the newest members to the Xentum Team, his biggest driver for joining was Xentum’s values very much being aligned to his own. “Passionate about people”, what Tristan loves most about being a planner is the ability to help people, take control of their finances, achieve their goals, and live a fulfilled life.
Xentum’s mantra is “grab life” and Tristan believes the 3 key principles for him doing this are being present, having purpose and a plan. From being in the industry since the start of the millennia, Tristan has helped clients from many different backgrounds and at various life stages. From the experience of running his own business he has an insight into the trials and tribulations which this brings and is well placed to support business owners with their financial planning.
Interested In The Event?
If you’re interested in attending, you can book online here.
For any further enquires about this event, contact [email protected]
