Upcoming events.
16 May 24
Webinar
Navigating Due Diligence: Minimizing Stress in Sales Whilst Running Your Financial Planning Business
Overview: Due diligence is the most time-consuming part of selling your business, particularly since you will complete this in addition to you day job. Dorian Cameron from Thistle Initiatives will talk through the timeline of the due diligence process, the importance of regulatory due diligence, key regulatory considerations, and how to identify and mitigate potential compliance […]
21 Jun 24
Workshop
Gunner & Co. Workshop – The A-Z of building value in your business and preparing for sale
Overview: Selling your business is likely to be one of the most important decisions that you will ever make. To enter the process with only half of the information or to have failed to prepare could have huge financial and emotional connotations. The real question is why you should not attend.
11 Jul 24
Webinar
Current Market Insight and Trends Impacting the M&A Market and Your IFA Business Sale
Overview: Wondering what your business is worth? Interested to know what a suitable buyer might look like? In this webinar, we will cover the current outlook of the buying market, the trends in business valuations, the selling process, timeline and key considerations, and therefore what you can do now to build value in your business to […]
19 Sep 24
Webinar
The Legal & Tax Implications of Selling Your IFA Firm
Overview: When selling your IFA business, it is critical that you have an experienced deal team behind you to ensure the transaction is a success, particularly from a tax and legal perspective. Alex Canham, Partner of Herrington Carmichael, and Tom Woodcock, Partner of Hazlewoods will introduce the key areas you need to consider from a tax […]
14 Nov 24
Webinar
Everything You Need to Know to Prepare for An IFA Business Sale
Overview: A successful business exit is a complex and strategic process that requires careful planning and execution. Louise will provide valuable insights into the key strategies to prepare for a business sale, ensuring you maximise the value of your exit and smoothly transition to the next phase of your life. What you can get from this […]