- When: 15th June 2023, 11am – 12am
- Where: Online Webinar
- Overview: It is important that you have an experienced deal team to ensure you are well protected, particularly from a tax and legal perspective. Our speakers will talk you through some of the key things to consider when selling your business.
Programme
Market Overview
A brief overview of the market and the trends in M&A for financial planning firms.
Gwill Evans
Gunner & Co.
Maximising Your Consideration
Tax planning & structuring is an important part of any deal, and often has to be considered years in advance of a deal. Our speaker will give a review of the different tax treatments on a share purchase versus an asset purchase.
This session will give you an overview of how to prepare to get the most from your sell value
Tom Woodcock
Hazlewoods
The Legal Implications
From finding the right buyer to completing the deal- understand some of the key legal milestones to avoid any hiccups along the way and why it’s so important to have an experienced M&A deal team.
Daniel Bisby
Schofield Sweeney
Q&A: Ask the experts
An open mic session to delve into the themes and subjects that matter most to you.
Speakers
Schofield Sweeney
Hazlewoods
Gunner & Co.