Your business may be your biggest asset. But is it building the future you want?

As a business owner, much of your attention – and often much of your wealth – is tied up in your company.

You focus on revenue, profit, people and growth, as you should. But there is another number that matters: Your Freedom Number.

This is the amount of wealth you ultimately need to give you the freedom to step back, sell, transfer ownership or simply have more choice over what comes next.

Do you know yours?

And, more importantly, do you know what your business needs to become to get you there?

Too many owners wait until they are ready to exit before asking what their business is actually worth, and whether that value will be enough.

By then, their options may be limited.

This workshop is an opportunity to ask those questions earlier.

To step away from the day-to-day and consider your business and personal wealth together:

• What future are you building towards?
• What does your business need to be worth?
• Where is the gap between where you are and where you want to be?
• And what should you be doing now to close it?

Date: Thursday 12 November 2026
Time: 9am to 2pm including lunch
Venue: RBC Brewin Dolphin, Manchester

Aurik and RBC Brewin Dolphin are bringing together two perspectives rarely considered in the same room

1. How to build a business that creates wealth.
2. How to turn the wealth it creates into lasting financial independence beyond the business.

During this practical, interactive workshop, you’ll begin defining your destination, examining where you stand today and identifying the priorities to move you closer to it.

You’ll leave with greater clarity on what you are building towards and what needs to happen next.

This workshop is designed for owners and shareholders of established, privately owned businesses who are still ambitious for growth but are beginning to think more seriously about the future.

Particularly if your business is your largest financial asset and you want greater clarity about how today’s growth translates into tomorrow’s freedom.

You don’t need to be preparing to sell; the best time to start thinking about your future is before you need to.

The history of RBC Wealth Management reflects the combined heritage of RBC and Brewin Dolphin. While RBC’s presence in the UK spans more than a century, the origins of our business reach further back – to the founding of Royal Bank of Canada in the 19th century and early stockbroking partnerships in London dating to 1762.

Across generations, our firm has adapted to shifting markets and to the evolving needs and ambitions of our clients. What has remained constant is our belief that doing what is right for our clients is the foundation of enduring success – a principle that continues to guide us today.

Aurik works with established business owners to turn their companies into Assets of Value: Businesses that grow, operate, and scale without relying on the founder.

We work with you and your leadership team to rebuild the commercial functions of your business, increasing its value, releasing your time, and turning it into your greatest wealth-generating asset.

We are not consultants, coaches or advisors. We are business builders. That means implementation happens. We work alongside you for two years, inside your business, making sure change sticks and momentum builds. 

This is not a conference or a passive presentation.

We’re bringing together a small group of business owners for a practical morning of thinking, discussion and planning, followed by lunch.

Presented by business growth author, speaker and broadcaster Pavlo Phitidis, this workshop is designed to help established business owners step out of the engine room and take control of their business’s future.

In this dynamic and practical session, you will:

• Clarify your ultimate destination – define where your business is going.
• Identify the gaps holding you back from achieving that vision.
• Build a customised action plan to close those gaps and accelerate growth.

This is not theory. It’s a proven framework, tailored to your business, delivered in an engaging, eye-opening and highly practical way.

Scaling, exiting, or passing your business to the next generation won’t happen by accident. Success requires:

• A clear action plan with measurable outcomes.
• An aligned, purposeful team working towards a shared destination.
• A framework that drives growth, value, and succession.

The Blueprint equips you with exactly that, giving you the tools and clarity to make the big decisions with confidence.

By the end of the session, you will leave with a 3–5 year roadmap to grow your business, improve value, and secure its future. Your personalised blueprint will include:

• A distinct brand and clear purpose that drives market relevance.
• Engineered scale for predictable, consistent customer experiences.
• A motivated, effective team aligned with your growth goals.
• Four proven growth strategies to achieve measurable outcomes.
• A deep understanding of the five levers of company value.
• Practical tools to support valuation, capital raise, succession, or exit.

This workshop is for established private business owners and their key partners. If you’re serious about scaling, preparing for an exit, or creating a lasting business legacy, you need to be in the room.

Bring your leadership team so that everyone is aligned on your growth blueprint – the shared destination and measurable outcomes – and ready to execute across all functions of your business.

Investec understands that the needs of business owners evolve as their businesses grow.

Through partnerships with leading specialists, Investec provides clients with access to practical insights, expertise and opportunities that support long-term business success.

This workshop forms part of Investec’s commitment to helping established business owners build stronger, more valuable businesses for the future.

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As an entrepreneur, Pavlo Phitidis cut his teeth in turnaround companies. Then spent a few years in M&A, which allowed him to conclude 68 transactions before answering a call of duty in a family business, which enabled his parents’ retirement.

Pavlo co-founded Aurik by directly starting, growing and exiting 12 businesses to develop a business growth system, which has worked with upwards of 3,500 established companies in 4 countries.

Pavlo is a passionate advocate for business as a force for good and has brought this to life through more than 1,200 radio segments, two books, Sweat, Scale $ell and Reset, Rebuild, Reignite and hundreds of articles for columns across business and lifestyle titles.

Daily, he works with private business owners, personally and through his company, to resolve growth and value challenges.

You’ve built a serious business. Now the question is what it must become next — and what role you want to play.

Aurik Navigator helps you step back and see the gap between where your business is today, where you want it to be in the next 3–5 years, and how you want to spend your time and attention as its owner.

In a few focused questions, you’ll clarify your future destination, identify the biggest blockers standing in the way, and diagnose what needs to be strengthened for the business to grow, scale, and create value beyond your daily involvement.

A clearer course for the business… and for you

Navigator looks at three things that matter most:

Where you want the business to go
Your future destination and the biggest blocker standing in the way.

How the business uses you today
Where your time and attention are going now, and how you want to spend them in future.

What needs to strengthen next
Identify the operating processes that drive your business performance. Strengthen what is working well, and fix the weak points that create delays, friction, and growth blockers.

Together, these give you a practical view of what you want, what is in the way, and what needs to change next.

Your personalised Business Report

Once complete, you’ll receive a personalised Business Report showing where your business is strong, where it is exposed, and what practical actions can help you close the gap.

It is a clear course-setting tool to help you build a business that can grow, scale, and create wealth with less dependence on you every day.