SIG SPOTLIGHT 2017: The Sale of a Family Business, 30 November 2017

Hosted by
STEP Business Families Special Interest Group
Event type
The Montcalm London Marble Arch
2 Wallenberg Place
United Kingdom
30 November 2017
9.00 Arrival and registration, 9.30-13.00 Presentations and Panel Discussion; 13.00-14.00 Networking lunch

2017 Special Interest Spotlight Session - Morning Option 1, presented by the Business Families SIG

This conference forms part of a day of special interest sessions comprising seven options. There will be a breakfast, three morning sessions and three afternoon sessions for you to choose from. Both STEP members and non-members are welcome!

Choose a breakfast, a morning or an afternoon session - or stay the whole day and receive 15% off your total booking and free attendance to a networking lunch! View all session options

The Sale of a Family Business: Wrestles with Power, Money, Identity and Position

Event Focus

The Business Families Special Interest Group's conference will provide a roadmap through the sale of a family business led by planning experts and family businesses with first-hand experiences.

Topics include:

  • KEYNOTE: Once in a Lifetime Decision
  • The Decision: To Sell or Not To Sell
  • Advising the Family Owned Business: Preparing the Family and the Business for Sale
  • The Nuts and Bolts of a Family Business Sale
  • Safeguarding the Family in the Sale of the Business
  • Post Exit: Reflections on Sale and Life Thereafter - to include the creation of a family office, philanthropy and serial entrepreneurism

Why attend?

Experts and those with first-hand experiences will take the audience through reflections in the context of the sale of family business, through governance and consequences thereof, to the final learning outcomes that will help practitioners to better serve their family business clients.


  • KEYNOTE: Ian McKernan, Former Group CEO, Molecular Products Group (MPG) and Director, OP6 Innovation Ltd
  • Chris Lintott TEP, Partner - Private Client, Penningtons Manches LLP
  • Alana Petraske, Special Counsel-Charities & Philanthropy Group, Withers LLP
  • Matthew Martin, Partner and Head-Corporate, Penningtons Manches LLP
  • Helen Drayton, Partner-Corporate and Finance, Penningtons Manches LLP
  • Alex Scott, Founder, Sandaire
  • Rupert Phelps, Vice Chairman, Global Partnership Family Offices and Partner-Family Office Services, Smith & Williamson
Business Families SIG Member - £80
STEP Member - £100
Non-member - £120
Special Interest Groups Team
Contact phone
+44 (0)20 3752 3734; +44 (0)20 3752 3735
Contact email
PDF icon Event flyer
Register Add to Calendar events/sig-spotlight-2017-business-families-30-november-2017 30/11/2017 9.00 30/11/2017 rriva The Montcalm London Marble Arch, 2 Wallenberg Place, London, W1H 7TN STEP Business Families Special Interest Group SIG SPOTLIGHT 2017: The Sale of a Family Business, 30 November 2017 The Business Families SIG hosts a Spotlight Session on 30 November 2017 in London Hosted by: STEP Business Families Special Interest Group. Contact: Special Interest Groups Team. Contact phone: +44 (0)20 3752 3734; +44 (0)20 3752 3735. Contact email: