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Date

23 September 2025

Time

4:00 pm - 8:00 pm

Location

Hodge House, 114-116 St Marys Street, Cardiff CF10 1DY

How do the key 2025 legal, tax and financial planning changes affect your business? Join Centurion Chartered Financial Planners and  special guests for an insightful and practical event designed exclusively for business owners who want to plan ahead.

This seminar will equip business owners with the insights and tools needed to protect, grow and transition wealth effectively and compliantly.

The event is ideal for all entrepreneurs – whether you’re considering selling your business in the near future or simply want to take control of your long-term commercial and personal goals.

This free event brings together a panel of experienced professionals in financial planning, law, and accountancy, alongside a business owner who will share their journey.

It is hosted as a collaboration between Centurion Chartered Financial Planners, HCR Law, Menzies LLP, and media partner, Legal News Wales.

What to Expect

Our panel will explore three key stages of the business sale journey to support your future plans and share key considerations for owners at any stage of their entrepreneurial journey to help you:

  • Understand your current business position and identify key areas for improvement or optimisation.
  • Learn how to get your business in the best shape for growth / merger / sale – from financials to legal structure to personal goals.
  • Discover what happens after the deal is done and your responsibilities pre and post deal. From wealth planning to legacy, and life beyond business – or tackling a new entrepreneurial goal.

The Panel

Stuart Doughty

Founder, Director & Head of Business Owners Team, Centurion Chartered Financial Planners

Click here to view Stuart’s profile.

Martyn Davies

Partner, Corporate Team, HCR Law

Click here to view Martyn’s profile.

Ross Wiggins

Head of Deal Advisory, Menzies LLP

Click here to view Ross’ profile.

Event chaired by: David King

Partner, Private Client Team, HCR Law

Click here to view David’s profile.

We will also be joined by a special guest: a business owner sharing their real-life business sale experience

Following our panel event, join us for an opportunity to network with peers and experts in a relaxed setting over canapés and drinks.

  • Doors open 4pm, with the panel discussion starting at 4:30pm
  • Drinks, canapés and networking to follow, from approx 5:30pm

Book now

Spaces are limited – book your free place now and start future-proofing your business and make lasting connections to support you on your journey ahead. CLICK HERE to book!

Hosted by:

 

 

 

 

 

Media Partner: