Property Business Workshop 7 - 3 July 2025

Welcome to the SEVENTH Property Business Workshop with Rod Turner and Adam Lawrence!

***VIP TICKETS AVAILABLE - STAY FOR DINNER WITH US!!! - scroll down for more***

****SUPER EARLY BIRD TICKETS AVAILABLE - GENUINE 25% DISCOUNT ON FACE VALUE - CLICK THROUGH FOR BEST PRICE****

This is an INTERACTIVE day, not death by powerpoint. This workshop dedicated to JOINT VENTURES and MERGERS & ACQUISITIONS (portfolios, and limited companies) and the agenda for the day includes:

I. Foundations & Structuring:

• 1. Introduction & Overview:
  • Workshop Objectives and Host Introduction
  • Setting the Stage: Current Market Dynamics and Legal Landscape - Why to JV? Why to acquire?
• 2. Limited Company Structures for Property Businesses:
  • Advantages and Disadvantages of Limited Company Structures.
  • Choosing the Right Structure for Different Property Business Purposes.
  • Legal and operational considerations of different structures.
• 3. Share Classes and Types:
  • Understanding Different Share Classes (Ordinary, Preference, etc.).
  • Using Share Classes for Capital Management and Investment.
  • Impact on Voting Rights and Dividend Distribution.
• 4. Shareholder Agreements:
  • Key Clauses and Provisions in Shareholder Agreements.
  • Protecting Minority Shareholders and Managing Disputes.
  • Drafting Effective Agreements for Different Scenarios.
• 5. Joint Ventures! From Experience of Dozens of JVs - the good, the bad and the ugly. Sustainable JVs:
  • What makes a good JV?
  • Pitfalls to avoid.
  • Sustainable JVs, how to make them last.
  • Structuring and documenting JVs.
  • Profit and risk sharing.

II. Capital Structuring & Risk Management:

• 6. Structuring Capital into Your Deal: Debt vs. Equity & Minimizing Risks:
  • Understanding Debt and Equity Financing Options.
  • Analyzing the Risks and Rewards of Each Capital Structure.
  • Strategies for Minimizing Risks for All Parties Involved.
  • Loan to value ratios, and security.
  • Personal Guarantees and their effects.
• 7. Mergers and Acquisitions (M&A): Structuring Limited Company Purchases Correctly:
  • Due Diligence in Property Company Acquisitions.
  • Asset vs. Share Purchases: Legal and Structural Implications.
  • Structuring Acquisitions for Optimal Financial Planning.
  • Funding challenges.
• 8. Case Study Workshop 1: Limited Company Acquisition - Asset-Backed, a Property Investment Company:
  • Analyzing a Real-World Acquisition Scenario.
  • Applying M&A Principles to a Property Investment Context.
  • Funding and due diligence of asset backed companies.
  • Structuring capital for the acquisition.

III. Disposals & Financial Distress:

• 9. Disposal: How and Why to Sell, When to Wind Up Companies and Properties:
  • Strategic Considerations for Property and Company Disposals.
  • Financial Planning Considerations for Property and Business Sales.
  • Winding Up Companies: Procedures and Considerations.
• 10. Case Study Workshop 2: Limited Company Disposal - Trading Business, What to Consider and How to Negotiate with Your Back Against the Wall: ¹
  • How to handle distressed sales.
  • Negotiation tactics.
  • Maximising returns in difficult circumstances.

BONUS: Q+A with Rod and Adam, no holds barred, no questions left unanswered.

This is a full-day stand-alone event that will leave you with actionable, valuable insights to implement in your property businesses and the application of the knowledge shared will by no means be limited to property!

More BONUS - network with great property professionals. No content held back - we will cover absolutely everything we can in one day including general Q+A.

****Delegate tickets -  lunch, teas, coffees and refreshments included - £550 + VAT***

****VIP Tickets - only 8 available, includes all of the above and also dinner with Rod and Adam after the event , pick their brains in a smaller group! £175 (plus VAT) supplement per ticket - total cost £725 + VAT per ticket***