Finance Ecosystem Roundtable hosted by Price Bailey

Finance Ecosystem Roundtable discussion

Join B4 Members from the Finance Ecosystem as they share challenges, successes and advice with each other in our next Finance Ecosystem Roundtable discussions hosted by Price Bailey at The Quad in the Carfax Room.

Topic: Exploring Management & Employer Buyouts

About the discussion

Exploring MBO’s and Employee Ownership/Buyouts: Management buyouts are a common route for SME’s and increasingly Employee Ownership, particularly in people based businesses, are popular. Simon will take us through the themes, talk about the roles of management and founders/owners and describe how an MBO or Employee Ownership can be a “safe” way of exiting, under the radar of the wider world, compared to a sale process with third parties. Simon will touch on valuation, funding, tax, timing and commercial matters.

About the presenter

Simon Blake is a member of the Strategic Corporate Finance department within Price Bailey. He has extensive knowledge and experience with owner managed businesses and has done a great deal of work on management buyouts and employee ownership trusts. Simon also led the recent purchase of our Oxford office.

About Price Bailey

Established in 1938, Price Bailey is a top 40 accountancy and business advisory firm, providing a wide variety of expert financial, tax, and strategic support to individuals and companies – regionally, nationally, and internationally.

As a leading firm of chartered accountants and business advisers, we understand the importance of providing you with a range of modern services to complement traditional accounting services. We have specialist teams covering tax consultancy, corporate finance, strategic planning, private wealth management, and employment law.

We offer our clients a first-rate personable service, creating strong relationships and connections, and helping great businesses and individuals alike to navigate challenges successfully and take advantage of exciting opportunities.

Price Bailey’s Oxford office was open in May 2024, located in the Quad building at Lambourn House. Price Bailey’s expansion into Oxford marks our 13th office location both in the UK and internationally.

Benefiting from the East-West rail connection linking Oxford and Cambridge, and the prominent London-Cambridge-Oxford bio-medical/high-tech triangle, Oxford is renowned for its diverse economic base, including businesses specialising in the education, research, technology, and manufacturing sectors.

We provide our services to clients ranging from small local businesses to larger corporate companies and businesses trading overseas. We also act for academic institutions, research organisations, and high-tech companies.

This event is strictly limited to 12 guests

Parking: Limited parking available on-site. Parking available in the surrounding roads. Please read parking signs before leaving your vehicles to avoid parking fines.

Refreshments will be provided