WATCH NOW - Understanding and Resolving Risks before Sale

When: Thursday - April 22nd - 11:00am
Where: Webinar
Speaking: Louise Jeffreys, Richard Farr, Andy Sutherland & David Edwards
Overview: How can business owners manage risk when selling their business, particularly with advice given around Defined Benefit Transfers or Non Standard Investments? This workshop will explore the impact risk can have on a sale, and practical steps to minimise or mitigate that risk.

Programme

15 minutes

Risk Management

Richard and Louise will review what is meant by Risk Management and case studies of what can go wrong.

Louise Jeffreys - Gunner & Co. & Richard Farr- Telos Solutions

15 minutes

Fixing potential risk issues

Andy will talk about what good data management looks like and how that can play into the preparation of a business sale.

Focus: DBT, Fund Management and Non Standard Investments.

Telos Solutions – Andy Sutherland

15 minutes

Discussion: Inside the mind of the buyer’s Chief Risk Officer

What triggers a red flag? What you need to know before entering discussions. Identifying ‘Sticky wickets’ of advising on Safeguarded Benefits (e.g. DB Transfers), in-house fund picking and Non Standard Investments (NSIs)

Telos Solutions – David Edwards

15 minutes