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Post-sale planning and investing

Business succession
Selling business
Business exit

Post-sale planning and investing

Oct 9, 2023

Completing the sale of your business is an exciting moment in a business owner’s journey. In our sixth webinar of the Beyond Business Ownership series, we explore the topic of post-sale planning and investing. The range of topics covered include: How do you articulate a vision and goals for your wealth post-exit? How can your advisers help you pre and post-sale? Why should you consider both the rational and emotional sides of the sale and how to manage both sides harmoniously?

Hear what our panel of experts have to say. Andra Ilie, Senior Adviser on Family Governance, Family Offices and Philanthropy at HSBC Private Bank, is joined by four HSBC colleagues:  Kirsty Moore, Head of Relationship Managers for High Net Worth Individuals in London; Russell Prior, Head of Family Enterprise Succession for EMEA, Mrin Ramakrishnan, Desk Head Investment Counsellors and Patrick Power, Financial Planner in the UK Wealth Planning Team.

This material is issued by HSBC UK Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. It has been issued for your information purposes only.

Please note that HSBC does not provide tax or legal advice and clients should seek professional advice from their tax advisor. Any reference to tax is based on our knowledge of the current and proposed tax regime and is subject to change.

In the United Kingdom, this document has been approved for distribution by HSBC UK Bank plc whose Private Banking office is located at 8 Cork Street, London, W1S 3LJ.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of HSBC UK Bank plc. Copyright© HSBC Private Banking 2024. 

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