You’ve Built the Business. What’s Next?
Join RBK Chartered Accountants and PTSB for “You’ve Built the Business. What’s Next?”, an insightful event designed for business owners, senior leaders and advisers planning for the future. Hear from experts across banking, tax, legal and corporate finance as they explore succession planning, business resilience, exit readiness and strategies for building long-term value in an evolving business landscape
You’ve built a successful business, but what comes next? Markets are evolving, ownership priorities are shifting, and timing is becoming increasingly important in determining business outcomes. The most successful business owners are those who plan early, creating flexibility, protecting value and expanding future options.
This event brings together experts across banking, tax, legal, and corporate advisory, alongside a compelling first-hand business story, to explore how early planning can strengthen resilience and improve exit readiness. Whether your focus is growth, succession, or simply strengthening your business for the future, this session will provide practical insights to help you build a more resilient, valuable and exit-ready business
Event agenda
Bank Funding: Taking on debt and the importance of choosing the right Banking Partner.
Niamh Griffin, Regional & Sectoral Head of Business Banking, PTSB
Why Early Planning Matters: Building value, due diligence readiness and reducing owner dependency.
Jennifer Brennan, Corporate Finance Associate Partner, RBK
Structuring for Succession and Exit: Avoiding Costly Tax and Transaction Pitfalls.
Claire Fitzgerald, Tax Director, RBK
Governance, Ownership and Risk: Legal Considerations for Business Owners.
Andrew Power, Managing Partner, Power Law
Keynote Address: Leading Through Change: Growth, Resilience and Knowing When to Step Back.
Vicki O’Toole – Former Managing Director of JJ O’Toole Ltd
Fireside Panel Discussion
Chaired by Niamh Griffin, Regional & Sectoral Head of Business Banking, PTSB
