Webinars


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