Gunner & Co. Workshop - The A-Z of building value in your business and preparing for sale

When: 14th October 2022
Where: Face to Face Workshop – Birmingham – The Genting Hotel
Overview: Selling your business is likely to be one of the most important decisions that you will ever make. To enter the process with only half of the information or to have failed to prepare could have huge financial and emotional connotations. The real question is why should you not attend

Programme

Coffee & Registration

CHAIRMANS OPENING REMARKS

An introduction to the day, the speakers and some general housekeeping.

ASK THE EXPERTS: MBOS, JVS, STRAIGHT BUY OUTS, ADVOCACY

How do you navigate the breadth of options and find the next steps that best fit you, and all importantly, your client base.

Gwill Evans – Gunner & Co.
Gordon Kerr, Ascot Lloyd
David Inglesfield, IWP

INSIGHT: THE CHANGING LANDSCAPE OF MERGERS AND ACQUISITIONS

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.

Lousie Jeffreys – Gunner & Co.

THE MONDAY MORNING REALITY: UNDERSTANDING THE IMPACT SELLING YOUR BUSINESS WILL HAVE

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.

Michelle Hoskin, Little Miss Woww

PREPARING YOUR BUSINESS FOR SALE – THE BROKER’S INSIDE TIPS

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

Joshua Lee – Gunner & Co.

NETWORKING LUNCH AND REFRESHMENTS

SHAKING THE DUE DILIGENCE TREE

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 of pain at a later date.

We will share with you what and how to prepare for a successful due diligence process.

James Dingwall – Thistle

ACTIONABLE INTELLIGENCE: STRUCTURING THE DEAL – ENTREPRENEUR’S RELIEF

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.

This talk will give you a broad idea of how you can structure your company and the sale of your IFA business ensuring you are eligible for this important tax relief.

David Maslen- Old Mill

NETWORKING BREAK AND REFRESHMENTS

ACTIONABLE INTELLIGENCE: STRUCTURING THE DEAL: THE LEGAL FUNDAMENTALS

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 warranties and liabilities to the buyer.

This session will take you through a standard SPA and give you an insight into what to look out for before signing your contract.

Alex Canham- Herrington Carmichael

CASE STUDY: A PERSONAL PERSPECTIVE

‘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 advice we would share with you. But there is so much more to consider when considering an exit for your business.

” I would urge anyone who is starting think about selling their business to attend a Gunner & Co seminar first, it is definitely a day well spent. The presentations were all informative, concise and to the point and extremely valuable.”

Jane Moor, Moor Investment Services