Following the success of the ‘Financial Fitness’ event back in February, chartered financial planner Louise Woollard – and principal of Brighouse-headquartered Louise Woollard Financial – is hosting another workshop for the region’s businesspeople.

Louise will also be joined by Greg Wright – deputy business editor at The Yorkshire Post – strategic corporate finance expert Ian Marwood and Chris Cahill, financial planner and head of private client consultancy at St. James’s Place Wealth Management, to deliver the two-hour session.

The region’s business owners will learn how to make the right steps along their corporate journey, to maximise the value, reputation and legacy of their company – whether they intend to sell in three, thirteen or thirty years.

Topics on the agenda include:

  • Personal and business finances which are overlooked when selling a company
  • Insights into the regional economy
  • Prospects for Yorkshire and the northern powerhouse over the next five years
  • How to build an organisation’s value and preparations to avoid any financial pitfalls
  • Life after a business sale – including the monetary challenges and solutions
  • Tax-efficient income generation and estate planning

The breakfast seminar – taking place from 08:00-10:00 on Thursday 26 March 2020 – will be held in the Fantastic Media Suite at the John Smith’s Stadium.

Commenting on the driver behind setting up the session, the organiser, Louise Woollard, said: “This event is about ensuring West Yorkshire business people do all the right things throughout the lifecycle of their company, so that when the time comes to sell, they achieve the return they are hoping for.

“Owners of companies large and small want to believe their organisation is their pension. But when it comes to planning their exit and positioning their firm for sale, many learn that they’ve overestimated what it is really worth.”

From knowing how much is ‘enough’, to taking calculated risks at key points in the business journey, all the speakers will share practical tips to implement in the here-and-now, in order to create an organisation fit for the future.

If you’d like to find out more or register for the ‘Maximising your business value’ event, you can sign up via Eventbrite:

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Louise Woollard Financial is a trading name of Louise Woollard LLP, an Appointed Representative of and representing only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at