M&A Past Workshops

What can you do in the years preceding a sale to minimise compliance risk impact at the point of sale? Presented in association with Telos Solutions.

Delve into the mind of the buyer and understand what makes your firm attractive and what are the metrics your business will be valued on.

Trends in commercial structuring of Trade and Asset deals – the impact on price, due diligence and client transition, presented by Gunner & Co.

7 steps to mitigating your risk. What you can do in the years preceding a sale to minimise impact at the point of sale, presented by Telos Solutions

Join our panel of experts to listen, discuss and ask questions on how Covid-19 has impacted deals in the Financial Planning sector.