Business succession: Planning for the future of your business

The second webinar in our three-part series turns to what comes next. Once a business has grown and matured, owners need to think about how and when they may eventually step away. Whether that means a trade sale, management buyout, succession within the family or employee ownership, the decisions made well in advance can have a significant impact on value and on how smoothly the transition is managed.

This session will look at the main succession routes available, how to prepare for them and the practical steps business owners can take to put themselves and the business in the strongest possible position ahead of an exit or handover.

The webinar will be co-hosted by members of our Advisory team, Tax Partner, Thomas Adcock and Advisory Partner, Dan Rose, who work closely with businesses on the financial, tax and strategic considerations that come with growth, investment and change.

Who should attend?

Business owners thinking about succession within the next ten years, or those who want to understand how to increase the value and attractiveness of their business.

During this session we'll cover:

Understanding your succession options: Trade sale, Management buyout (MBO), Family succession, Employee ownership and other alternatives
Understanding what your business is worth
Structuring your business for a successful succession from both commercial and tax perspectives
Getting your business due diligence ready
Preparing your management team and reducing owner dependency
Building the right advisory team

Date: Thursday 5th November, 2026

Time: 1:00pm - 1:45pm

Registration is required by using the button below. After registering, you will receive a confirmation email containing information about how to join the webinar.

Register here

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This webinar is the second in our three-part series following the business journey from growth through to exit and beyond. If you missed the first session, Scaling for growth: Building a business ready for investment, you can catch up with the key themes from 6th October, before joining us for the final webinar, Beyond the exit: Protecting and growing your wealth, on 8th December.

Speakers:

Thomas Adcock

Partner, Tax

Tom Adcock advises a wide range of international clients on structuring their global affairs, frequently using offshore jurisdictions to achieve effective tax and commercial outcomes.

He provides strategic advice on how specific structures operate to deliver both efficiency and compliance and regularly supports individuals and businesses engaging with the UK tax system from around the world. Tom serves as the UK representative on the International Tax Committee of DFK International.

A recognised voice in the field, Tom frequently presents and writes on a wide range of property tax matters.

Starting his career as a Corporate Tax Inspector with HMRC enables him to successfully manage tax enquires into both corporates and individuals; his experience in working on ‘both sides of the fence’ means he maintains an exceptional record in supporting clients with tax investigations.

Speak to Thomas

Dan Rose

Partner, Audit and Assurance

Dan Rose is an Audit Partner at Gravita and leads the firm’s Financial Services sector. He works closely with clients to deliver high-quality audits that meet the highest standards of compliance, governance and regulatory reporting. Known for his collaborative and proactive approach, Dan helps businesses navigate complex requirements with confidence while ensuring audits are delivered efficiently, transparently and on time.

As a Responsible Individual, Dan oversees some of Gravita’s most complex audit engagements, including Public Interest Entities, listed businesses and international groups. He has extensive experience auditing financial services organisations, group structures and subsidiaries, and is highly skilled in managing the demands of multi-stakeholder audits across both UK and international operations. His ability to identify challenges early, engage the right stakeholders and maintain momentum throughout the audit process helps clients achieve a smooth and effective audit experience.

Dan’s sector experience includes:

Financial Services
International Groups
Professional and Business Services
Property
Public Interest Entities

Dan is a member of the ICAEW, a Fellow of the ACCA and a full member of The Academy of Experts. His technical expertise spans IFRS reporting, CASS audits, listed company audits and complex regulatory reporting requirements.

In addition to his audit work, Dan leads Gravita’s Transactional Advisory service, supporting clients on a range of specialist engagements, including share valuations, forensic accounting, business sales and acquisitions. Combining deep technical knowledge with clear communication and commercial insight, he helps clients manage risk, meet regulatory obligations and achieve their growth ambitions.

Speak to Dan