Join our 3-day Investor Readiness Golf Workshop in partnership with GolfSpaWine®. Get your company ready for the detailed due diligence institutional buyers expect and start attracting real offers.
The retreat gives you the tools and the expert team to make your business attractive to institutional investors, and the space to think clearly about life after the deal.
It's tailored for golf-playing business owners who want a clear, realistic path to selling to institutional buyers.
Our Approach
Learn what investors look for, fix the gaps that reduce value, and plan your personal and financial life after the sale. We bring the full team you need for a smooth exit together:
Our approach is practical, confidential and tailored to your goals. By the end of the project you should have:
What You Will Learn
M&A Preparation
How institutional buyers screen targets, documentation requirements, and a timeline for readiness.
Value Creation & Negotiation
How to position your business and negotiate to maximise sale price.
Wealth & Tax Planning
Tax-efficient sale structures, trusts, residency issues, and planning for large proceeds.
Legal & Succession
Key legal documents, insurance considerations, and succession planning.
Post-Sale Transition
Financial stability checks, family-wealth governance, philanthropy, and risk transfer.
Plus two afternoons of golf with our M&A team, wealth advisor, tax and legal experts.
Sample Workshop
Day One: M&A Considerations
Morning: Buyer landscape and M&A Preparation.
Afternoon: Golf at the resort course + informal Q&A.
Day Two: Deal Mechanics & Strategy
Morning: Tax-efficient trusts, residency considerations & planning for large proceeds.
Afternoon: Golf at the resort course + informal Q&A.
Day Three: Wealth & Tax Planning
Morning: Post‑Sale transition; governance of family wealth, and insurance/risk transfer.
Afternoon: Close of workshop with an optional 9‑hole game or coaching.
We can tailor the programme to your needs.
Who Should Attend?
Golf-playing owners who want a relaxed, focused setting to plan their exit.
Founders and CEOs of companies with £10m to £300m revenue.
Companies across the UK & Europe considering a sale.
CapitalExchangeHQ® is a registered trademark.
CEX HQ Ltd, is a company registered in England and Wales. Company Number: 13028700.