Join us to discover key ways to boost your profitability and the value of your business as well as the typical methods of selling it.

This event will help ambitious, innovative businesses understand how they can become more successful, faster.

Join us to discover key ways to boost the profitability and value of your business as well as the typical methods of selling it.

Topics covered will be:

• Why having good management information regarding the performance of your business is essential – and how you can obtain this valuable information.
• How HMRC backed tax reliefs that reward innovative businesses can reduce your tax bills or produce tax repayments.
• How intellectual property can protect and boost the performance, brand and value of your business.
• The various options available when looking to sell your business – Employee Ownership Trusts, trade sales and Management Buyouts.

Agenda

• 9:00 AM – Registration and networking
• 9.30 AM – Presentations
• 10:30 AM – Q&A and networking
• 12:00 PM – Close

Free parking is available on site. Light breakfast pastries and refreshments will also be provided.

Our speakers

Alicia Williams
GENUS, Shorts

Alicia has over 10 years experience working in accounts, having joined Shorts as a Management Accountant. Her role quickly expanded into training and implementation of Xero and add-on software for our clients.

Alicia is now Shorts’ Client FD / Digital Improvement Lead and a Xero Specialist, passionate about making our clients’ business processes more efficient and streamlined, using her extensive experience of cloud-based accounting software.

Matt Pierce
RADIUS, Shorts

Matt is R&D Tax Manager at Shorts, with over 10 years of experience in R&D Consultancy and Innovation Portfolio Management roles.

Matt has extensive experience of R&D Tax Relief and Patent Box Tax Relief, supporting innovative UK businesses across a wide range of sectors. Allowing companies to better understand R&D Tax Credit Legislation, how they may utilise R&D and Patent Box Tax Relief, and supporting them in the development of both technical and financial claim submissions against their Research and Development activities.

Kerry Russell
IP Lawyer, Shakespeare Martineau

Kerry is a solicitor specialising in Intellectual Property. Her IP expertise centres around contentious IP disputes relating to patents, trade marks, passing off, design rights, copyright and confidential information.

Kerry has experience of issues ranging from, complex disputes involving ownership of copyright subsisting in software code, rights in databases (including copyright, database right and confidential information) to experience of non-contentious IP, including drafting collaboration agreements, IP licences and assignments, advising clients in relation to confidentiality agreements and advising on IP aspects of corporate transactions.

Kerry is also experienced in drafting and advising on IT contracts; including drafting/reviewing supply agreements for telecoms re-sellers, software development agreements and Software as a Service (SaaS).

Martin Dean
Corporate Finance, Shorts

With over 10 years experience in practice, Martin has significant Corporate Finance experience having been involved in disposals to both trade buyers and via Employee Ownership Trusts, acquisitions, Management Buy Outs/Ins, Financial Due Diligence, valuations, business plans and forecasting.

Martin forms a key part of Shorts’ award-winning Corporate Finance team, taking a lead role in client projects alongside the Corporate Finance Partner and Corporate Finance Director.

Martin was shortlisted for Emerging Dealmaker of the Year at the Insider Dealmaker Awards 2021.