In 2016, we set out to create travel adventures combining our three passions: Golf, Spa & Wine.
Today, we host Investor Readiness Golf Workshops for business owners seeking a clear path to sell their company. These workshops take place at some of the best golf resorts in UK & Europe.
For business owners seeking a clear path
to sell their company.
Bring an opportunity, leave with a solution, or at the very least, a new golf buddy.
Take our Readiness Assessment and get your score.
See how ready your company is for the due diligence institutional investors require.
Stay and play at a top-rated golf resort in the UK or Europe.
Our 3-day workshop blends daily rounds with structured sessions on M&A and estate planning.
Set clear goals for the sale, address any gaps & risks, and position your business for strong offers.
The retreat gives you the tools, and an expert team to make your business attractive to institutional investors.
Understand what institutional investors actually look for, and map your readiness timeline.
No slide decks filed away. A concrete, prioritised roadmap built around your specific situation.
Two days on the fairways builds more trust than a 45 minute networking dinner ever could.
The boardroom is important, but real perspective happens on the fairway.
The retreat gives you the tools and the expert team to make your business attractive to institutional investors, and the space to think clearly about life after the deal.
Morning: Investor readiness & identifying your ideal investor.
Afternoon: Informal Q&A, then golf on the resort course.
Delivered by an experienced M&A Adviser.
Morning: Preparing for due diligence and negotiations.
Afternoon: Informal Q&A, then golf on the resort course.
Delivered by an experienced M&A Adviser or M&A Lawyer.
Morning: Wealth goals, tax efficient & residency structures.
Afternoon: Closing with optional 9-hole game or coaching.
Delivered by an experienced Wealth & Tax Advisor.
Workshops are presented in partnership with CapitalExchangeHQ® , who works with:
Companies operating
for 3 years or more
Annual revenues
above £10 million
Pre-Tax profit
above £1 million
Located in
UK & Europe
Our approach is practical, confidential and tailored to your goals. By the end of the project you should have:
GolfSpaWine® is a registered trademark.
CEX HQ Ltd, a company registered in England and Wales. Company Number: 13028700.