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.
Sasha Campbell is a Financial Planner at Xentum Financial Planning, specialising in estate planning and intergenerational wealth strategy.
She works with families to ensure wealth is structured, protected and passed on effectively, helping clients make confident decisions around legacy, long-term security and the financial wellbeing of future generations. Sasha is known for her clear, practical approach and her ability to guide clients through complex planning considerations with reassurance and clarity.
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]
