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Did You Know?

Family businesses account for almost


of the overall UK GDP




make it to second generation family ownership


Family Businesses account for


of UK private sector employment (9.5m people)


Family businesses contribute


of UK total tax revenues


Family businesses generate


per annum of UK tax receipts




fail to plan formally for succession


Going for growth

Date: 19th June 2012

Location: The Cheltenham Chase Hotel

As the economy looks forward to further recovery, businesses looking for significant growth in the upturn need the right business and financial planning strategies in place.

This briefing is designed to give practical advice and to help entrepreneurs and business owners understand the risks and opportunities involved.

8.30am – 9.00am
Registration and buffet breakfast

9.00am - 10.30am
Focus on the basics


  • Managing cash-flow, debt and costs
  • Positioning your business for growth
  • Winning new business

Andrew Jupp, Partner
Smith & Williamson

Funding options & access to finance


  • Sources of funding available
  • Government assisted schemes
  • Pitching for finance

Martyn Fraser, Partner
Smith & Williamson

Rewarding & incentivising staff


  • Retaining and motivating key staff
  • Pay and grading structures
  • Flexible benefits and pension provision

Hugh Margesson, Senior HR Consultant
Smith & Williamson
Ken Burfi tt, Senior Manager
Smith & Williamson Financial Services

10.30am – 10.50am

10.50am – 12.00pm
Maximising tax relief and allowances

  • Taxeffi cient business structures
  • R & D tax credits
  • Capital allowances
  • Share options

Dave Mouncey, Partner
Smith & Williamson

Valuing external advice

  • Having the right advisers on board
  • Role of the non-executive director

Graham Miller,
Independent Director/Investor
Andrew Jupp, Partner
Smith & Williamson

Planning for the future

  • Business valuations
  • Exit strategy options
  • Who has an appetite to acquire?

David Roper, Partner
Smith & Williamson

12.00pm – 1.00pm
Questions followed by lunch

Who should attend?
This briefing is aimed predominately at entrepreneurs, owner-managers and senior directors looking to grow their businesses in an upturn.

Cost and booking
Places cost £25 plus VAT. This briefing is free to Smith & Williamson clients and ICFIB members.

To book your place please contact:

Rebecca Walford
Tel: 0117 376 2067
Smith & Williamson, Portwall Place,
Portwall Lane, Bristol BS1 6NA.


Register interest


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