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- Business Valuation
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How to prepare for buyer meetings
Selling your financial advice business? Use these business valuation methods
Watch Now: Valuing Your Business
Webinar – Selling the ‘Ideal Firm’ – 07th December
Panel Session at Money Marketing Interactive London Financial Planning M&A: The True Story
The five-point plan for selling a financial advice business with DBT exposure
Selling An Advice Business with DB Transfer exposure-25 mins Highlights
The legal implications of selling your business
The tax implications of selling your business-20 Mins Highlights
Multi-Adviser Firms in High Demand as Consolidation Race Heats Up
Our 9-step guide to selling your financial advice business
Current Outlook of the Buying Market -15 mins Highlights
Business Valuation Trends – 10 mins Highlights
Value Drivers – 6 mins Highlights
The Selling Process-10 mins Highlights
No alarms and no surprises: preparing for due diligence
79% of advisers include succession planning in their annual business planning cycle
Should you stay on or take the exit when selling your IFA business?
Business valuation multiples shoot up in spite of interest rate hikes
Preparing for Due Diligence in IFA Sale –30 mins Highlights
Top 8 tips for selling your IFA client bank
How adviser M&A deals have changed in 10 years of RDR
Eight ways to unlock the value in your IFA business before a sale
60% of financial planning business owners looking to sell in the next 3 years as valuations skyrocket
First Time IFA Buyer: How to Build Credibility in Vendor Meetings -5 mins Highlights
Managing Your Mindset: Preparing Yourself For Sale -30 mins Highlights
How to Prepare for Buyer Meetings- 5mins Highlight
Selling The ‘Ideal’ Firm – 10 Mins Highlights