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 webinar:
1. Understanding Your Business’s Value: It is essential you understand the current value of your business, and the gap to your target sale value. Beyond that, you will gain an understanding of other factors that influence the value of your business so that you can identify strategies to increase the attractiveness of your business ahead of sale.

2. Preparing Your Management Information: Your management information plays two key roles in the sale process – it is vital for the marketing and positioning stage to attract interest, and it is fundamental to an effective due diligence process. Understand the requirements of MI in advance so that you can detect and close information gaps, allowing you to sail through your transaction.

3.Identifying and Mitigating Risks: Potential buyers are always cautious about hidden risks associated with a business, particularly in highly regulated industries such as financial services. Louise will share with you an overview of the key areas a potential buyer will examine, giving you the opportunity to remediate any potential issues before starting the process of a business sale.

4. Developing a Sales Timeline and Strategy: Timing plays a large role in sales strategy. Louise will share with you her experience in timing a deal effectively to maximise the business value and give you an understanding of your likely commitments post-sale, so that you can effectively plan a timeline that is realistic.

5. Assembling a Strong Advisory Team: Just as you are the trusted adviser to your clients for their financial planning needs, so too should you have a set of trusted advisers in your deal team.