Programme

How do you navigate the breadth of options and find the next steps that best fit you, and all importantly, your client base. Join acquisition specialists from the top firms,... Read More

The M&A market for financial planning forms changes constantly.  In the opening address, Louise will give you a whistle-stop tour of what has influenced today’s market.

Much time is focused on the structuring of the deal: the price, payment terms, legal protections and taxation, and the new world for your clients. However understanding the reality of... Read More

Hear it directly from the horse’s mouth – what are the major buyers now looking for when buying businesses and what are the key fundamentals that you can be building... Read More

Preparing for due diligence is essential to make the acquisition journey as smooth and stress free as possible, and starting the preparation as early as possible can save a lot... Read More

Another factor to consider before you close the deal is how to set the sale up to be eligible for entrepreneur’s relief on your payments, in place of income tax.... Read More

Once you’ve chosen a buyer and set a purchase price, the next step is to agree the details of the sales and purchase agreement. This includes details such as your... Read More

‘The Practical Side Of Selling Your Own Ifa Business And The Process Needed For A Smooth Completion’. Starting with the end in mind – that’s probably the simplest piece of... Read More