2- PART WEBINAR series- 2020
Selling an advice business with DB Transfer exposure
26th November 11am
Chapter 1: Understanding and resolving risks before sale
3rd December 11am
Chapter 2: The ins and outs of a Trade and Asset sale
- How can business owners manage risk when selling their business with DBT (Defined Benefit Transfer) exposure?
- What impact does DBT have on attractiveness in the M&A market
- What can principals do to alleviate potential challenges before looking for a buyer?
These are just a handful of the questions we’ve been asked over the last 12 months. In response, we have designed a 2-part webinar, bringing together a panel experts to discuss and give you practical guidance on preparing your business for sale and structuring the best deal for you.
Chapter 1: Understanding and resolving risks before sale
- Gunner & Co- Louise Jeffreys
- The broker’s inside knowledge: A whistle-stop tour of the impact DBT has when selling your business
- Telos Solutions–
- 7 steps to mitigating your risk. What you can do in the years preceding a sale to minimise impact at the point of sale
- Telos Solutions – David Edwards- Chief Risk Officer
- Discussion: Inside the mind of the buyer’s Chief Risk Officer. What triggers a red flag? What you need to know before entering discussions
- ‘Sticky wickets’ of advising on Safeguarded Benefits (e.g. DB Transfers), tax wrappers and Non Standard Investments (NSIs)
- Q&A: Ask the experts: An open mic session to delve into the themes and subjects that matter most to you.
Chapter 2: The ins and outs of a Trade and Asset sale
- Gunner & Co- Louise Jeffreys
- Trends in commercial structuring of Trade and Asset deals – the impact on price, due diligence and client transition, presented by Gunner & Co.
- Verinder Powell Associates– Rachel Verinder
- Tax structuring – how to maximise your net position in a trade and asset deal
- Herrington Carmichael– Alex Canham
- The legal implications of a trade and asset deal, and the impact on the business seller