Many privately owned businesses have the key strengths which are helping them tackle the recession. But are you planning for what can be the biggest challenge - managing succession in the business?

At this interactive event, we will examine the fictional case study of James Munro, newly appointed 33 year old managing director of POBS Developments Ltd, on the premature death of his father Hugh. Our panel will explore his life choices, business decisions and their implications throughout his life and looking towards the future and his retiral, encouraging delegates to ask themselves the question "What would I do?"

Presented in association with our FSA registered Financial Advisory arm, Shepherd and Wedderburn Financial Services, we will help identify the steps you should be considering - from the perspective of your business, your private affairs, and your lifestyle wishes.



This seminar will be of interest to anyone running a privately owned business.


George FrierMalcolm RustJohn Mortimer

Shepherd and Wedderburn, Edinburgh

Shepherd and Wedderburn

1 Exchange Crescent

Conference Square


Shepherd and Wedderburn, Glasgow

Shepherd and Wedderburn

1 West Regent Street


G2 1RW