Understanding and Resolving Risk Before Sale

Thursday 22nd April 2021 11:00amRegister

How can business owners manage risk when selling their business, particulalrly with advice given around Defined Benefit Transfers or Non Standard Investments? This workshop will explore the impact risk can have on a sale, and practical steps to minimise or mitigate that risk.

Total Time Needed :




The broker’s inside knowledge

Gunner & Co. –Joshua Lee 
A whistle-stop tour of the impact compliance risk has when selling your business 

Fixing potential risk issues

Telos Solutions– Andy Sutherland 
A proven and practical approach to forward fixing potential risk issues 

Discussion: Inside the mind of the buyer’s Chief Risk Officer.

Telos Solutions – David Edwards 
What triggers a red flag? What you need to know before entering discussions. Identifying ‘Sticky wickets’ of advising on Safeguarded Benefits (e.g. DB Transfers), tax wrappers and Non Standard Investments (NSIs) 

Q&A: Ask the experts

An open mic session to delve into the themes and subjects that matter most to you.