Programme

M&A Workshop
Preparing for exit & building value now
10:00

Coffee & Registration

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. Join acquisition specialists from the top firms,...
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Gwill Evans, Gunner & Co.
Jade Connolly, Ascot Lloyd
David Inglesfield, IWP UK

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.
Louise Jeffreys, Gunner and 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. However understanding the reality of...
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Michelle Hoskin
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...
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Gwill Evans, Gunner & Co.
Louise Jeffreys, Gunner and Co.
12:35

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...
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Jade Connolly, Ascot Lloyd

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....
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14:15

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...
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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...
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Paul Wilson, Clifton Media Lab