Golf & Business Workshops For Business Owners
Seeking a Clear Path to Sell Their Company

Join our 3-day Investor Readiness Golf Workshop with GolfSpaWine®.

Get investor-ready before due diligence starts, and start attracting real offers.

Sell your business or raise capital with confidence.

How It Works


1

Investor Readiness Assessment

Take our Readiness Assessment and get your score.

See how ready your company is for the due diligence institutional investors require.

2

Investor Readiness Golf Workshop

Stay and play at a top-rated golf resort in the UK or Europe.

Our 3-day workshop blends daily rounds with structured sessions on M&A and estate planning.

3

Leave With a Clear Path

Set clear goals for the sale, address any gaps & risks, and position your business for strong offers.

The retreat gives you the tools, and an expert team to make your business attractive to institutional investors.

What Changes


Clarity on Your Exit


Understand what institutional investors actually look for, and map your readiness timeline. 

A Plan You'll Actually Use


No slide decks filed away. A concrete, prioritised roadmap built around your specific situation.

Relationships, Not Contacts


Two days on the fairways builds more trust than a 45 minute networking dinner ever could.

Decisions Made in the Right Space


The boardroom is important, but real perspective happens on the fairway.

What's Covered


Day 1: M&A Considerations

Morning: Investor readiness & identifying your ideal investor.
Afternoon: Informal Q&A, then golf on the resort course.
Delivered by an experienced M&A Adviser.

Day Two: Deal Process & Structure

Morning: Preparing for due diligence and negotiations.

Afternoon: Informal Q&A, then golf on the resort course.
Delivered by an experienced M&A Adviser or M&A Lawyer.

Day Three: Wealth & Tax Planning

Morning: Wealth goals and tax-efficient considerations.

Afternoon: Closing with optional 9-hole game or coaching.
Delivered by an experienced Wealth & Tax Advisor.

Companies We Serve


Companies operating
for 3 years or more

Annual revenues
above £10 million

Pre-Tax profit
above £1 million

Located in
UK & Europe

Our approach is practical, confidential and tailored to your goals. By the end of the project you should have:

A business ready for institutional due diligence and negotiation. 

Warm interest from pre-qualified buyers or investors. 

An experienced advisory team supporting the entire transaction process.

Your Exit Deserves More Than a Conference Room


Our Resort Locations

Italy
Spain
Greece
France
UK
Mauritius

CapitalExchangeHQ® is a registered trademark.
CEX HQ Ltd, is a company registered in England and Wales. Company Number: 13028700.