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Truro Breakfast Briefing – November 2019

PKF Francis Clark invites you to our November Breakfast Briefing. There is never a good time to discuss changes/departure of a key business partner but failing to plan in advance can be problematic.

We are proud to announce the launch of our new client advisory tool: Family Business Connect. This has been developed in-house to ensure that our clients get the advice they need based on a deep understanding of the family business with their long term aspirations. In this new series of breakfast briefings on Family Business Connect, we are joined by a local solicitor and Francis Clark Financial Planning where we look at ways mitigates risks to the business with sudden changes.

Topics covered:

  • A brief overview of Family Business Connect
  • Addressing the elephant in the room
  • Identifying key personnel and their impact to the business
  • Unplanned changes and the consequences
  • Insurance protection
  • Business succession with shareholder agreements and wills

And if that is not enough, breakfast will be provided.

Places are limited and will be available on a first come first served basis. Please note there is no parking on site for this event.

REGISTER NOW

Date

Nov 07 2019

Time

8:00 am - 10:00 am

Location

PKF Francis Clark - Truro Office
Lowin House, Tregolls Road, Truro, Cornwall TR1 2NA
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