- When: Thursday – April 22nd – 11:00am
- Where: Webinar
- Speaking: Louise Jeffreys, Richard Farr, Andy Sutherland & David Edwards
- Overview: How can business owners manage risk when selling their business, particularly 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.
Richard and Louise will review what is meant by Risk Management and case studies of what can go wrong.
Louise Jeffreys – Gunner & Co. & Richard Farr- Telos Solutions
Fixing potential risk issues
Andy will talk about what good data management looks like and how that can play into the preparation of a business sale.
Focus: DBT, Fund Management and Non Standard Investments.
Telos Solutions – Andy Sutherland
Discussion: Inside the mind of the buyer’s Chief Risk Officer
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), in-house fund picking and Non Standard Investments (NSIs)
Telos Solutions – David Edwards
Q&A: Ask the experts
An open mic session to delve into the themes and subjects that matter most to you.
“Really enjoyed the webinar earlier. Very informative indeed and certainly useful for future deals”Business Buyer- Manchester