From start-up to business exit: The business lifecycle
As wealth advisers to successful entrepreneurs, Cazenove Capital are typically involved at the three key stages of exit: preparation, the sale process and life after exit.
In this video series, Freddie Lower, Portfolio Director in our Business Owners and Entrepreneurs team at Cazenove Capital, goes right back to the beginning and delves into the lifecycle of a business – from getting a business off the ground, through to the growing pains, exit and beyond. Freddie’s guests provide practical advice from learnt experience.
The business lifecycle: Getting off the ground
In the first episode, Freddie is joined by Hugo Tilmouth, an entrepreneur and investor, who shares his experience around his journey; first into entrepreneurship with his business ‘Charged-up’, and most recently sitting on the other side of the table having started his own venture capital firm, ‘Founders Capital’.
The business lifecycle: Growing pains
Mike McLean, Head of Private Equity and Technology Investments at Schroders Capital, joins Freddie for the second episode of the series. Together, they delve into the challenges of scaling a business from £10 million to £100 million in revenue, typically at the series B and series C stages of growth.
The business lifecycle: Preparing your company for sale
In the third episode of the series, Freddie is joined by Anthony Donges from Stephens Investment Bank.* Together, they discuss the importance of preparation ahead of a sale and how to align your business with the priorities of different types of buyers. They highlight the emotional, strategic, and operational steps entrepreneurs should consider to ensure a smooth transition during this pivotal phase of a business journey.
The business lifecycle: Tax considerations pre-exit
In the fourth episode of the series, Hana Griffin from our Wealth Planning team is joined by Katharine Haggie, Partner at Rawlinson & Hunter. Together, they explore the key tax considerations that should be addressed ahead of an exit and highlight the importance of planning well in advance of this significant milestone.
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