Roundtable for business owners exploring business valuation, strategic readiness, and translating of business success into personal wealth

You are invited to a Business Owners' Round Table:

When - Thursday 12th November, 8.30-11.30

Where - Albert Goodman, Blackbrook Park Avenue, Taunton, TA1 2PX

Hosted by:

Peter Quintana, Director at hgkc

With expert insights from:

Neil Hutchings, Corporate Finance Partner, Albert Goodman

Claire Musson, Chartered Financial Planner, Albert Goodman

As a business owner, you’ve poured time, energy, and ambition into building something of value. But how ready are you - and your business - for what comes next?

Join us for an intimate and highly practical round table discussion designed specifically for business owners who want to understand the value of their business today, the strategic steps that can enhance it tomorrow, and most importantly - how to translate that business success into long-term personal wealth.

This session brings together a unique blend of expertise across business strategy, corporate finance, and wealth planning to help you think holistically about the future.

What We’ll Explore

1. Understanding and Maximising Business Value

2. Strategic Readiness: Preparing for Opportunity - or Transition

3. Transforming Business Success into Personal Wealth

Why Attend?

Whether you’re considering exit options, planning growth, or simply want clarity about your future choices, this conversation will equip you with:

A clearer understanding of your business’s value and potential

Insights into the financial and strategic levers most owners overlook

Expert guidance on aligning your business direction with personal wealth ambitions

A confidential space to ask questions and gain perspective from your peers

This is not a presentation - it’s a round table. Expect a lively, collaborative discussion with experts who regularly support owners through some of their most important decisions.

Who Should Attend

UK-based owner/managers, founders, and entrepreneurs considering succession, growth investment, or business sale; or wanting a better understanding of how business value connects to personal wealth

Spaces are limited to encourage open dialogue.

Your Hosts & Experts

Peter Quintana - Director, hgkc

Specialist in business strategy and leadership development, Peter works with ambitious owners to clarify vision, unlock performance, and build value in his clients' businesses.

Neil Hutchings - Corporate Finance Partner, Albert Goodman

An experienced adviser on valuations, transactions, and financial strategy, Neil supports business owners navigating funding, acquisitions, and exits.

Claire Musson, Chartered Financial Planner, Albert Goodman

Claire recognise that proper financial planning and goal-setting takes time, pensions in particular. Her experience and input often saves her clients tax along the way.

Join Us

Turn your vision into value - and value into your next chapter.

Reserve your place today and take the next step with confidence.

To ensure participation with full confidence this event will be held under strict Chatham House rules – nothing will be attributed without prior permission and full anonymity can be maintained.

Description supplied by the event organiser.