Gunner & Co. Workshop – The A-Z of building value in your business and preparing for sale.

Programme.

• 10am Coffee & Registration

  Guests registration.

• 10:25am Chairman's opening remarks

  An introduction to the day, the speakers and some general housekeeping.

  Louise Jeffreys, Gunner & Co.

• 10:30am Round table: Ask the Experts

  A great opportunity to meet industry acquirers to understand the buyer perspectives, the options for sellers, and insights into different acquisition strategies.

  Lumin Wealth Management
  Kingswood Group
  MKC Wealth

• 11:30am Current Market Overview

  This session will cover the current market insights and trends, including the valuation trends, and regulatory changes. More importantly, we will talk through their impact on the M&A market and therefore what you can do now to build value in your business to be as attractive as possible in the marketplace.

  Louise Jeffreys, Gunner & Co.

• 11:55am Do it right and once will be enough! How effective integration planning is the key to successful sale

  You are only going to sell your business once, and you have to make sure you do it right. This session will explore the importance of including integration planning during the M&A process to ensure a successful deal for both yourself,  your clients and staff.

  Michelle Hoskin, Standards International

• 12:25pm Preparing Your Business For Sale – The Broker’s Inside Tips

  Hear it directly from the horse’s mouth – everything you need to know to prepare for an IFA business sale. This session is more strategic and practical for you to understand how to be as attractive as possible in the marketplace.

  Gwill Evans, Gunner & Co.

• 1pm Networking Lunch And Refreshments

  Networking Lunch And Refreshments

• 1:40pm Shaking the Due Diligence Tree

  Due diligence is the most time-consuming part of selling your business, particularly since you will complete this in addition to you day job.

  This session 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 risks in advance of the sale.

  Dorian Cameron, Thistle Initiatives

• 2:10pm Structuring the Deal– How to Maximise Take-home after Tax

  The commercial structure of the deal will have an impact on the tax position. This talk will give you a broad idea of how you can structure your company and the sale of your IFA business in the most tax efficient way.

  Hazlewoods Accountants

• 2:40pm Networking Break And Refreshments

• 2:50pm Structuring the Deal– The Legal Fundamentals

  Once you’ve chosen a buyer and set a purchase price, the next step is to agree the details of the sales and purchase agreement. This includes details such as your warranties and liabilities to the buyer.

  This session will take you through a standard SPA and give you an insight into what to look out for before signing your contract.

  Alex Canham, Herrington Carmichael

• 3:20pm Case Study: Financial Planning M&A: The True Story

  Businesses are being sold at a significant pace – but what does a real deal truly look like?  Louise interviewed a recent business seller, to understand the highs and the lows of the process, alongside the business buyer – giving you unique behind the scenes insight of the M&A experience.

  Louise Jeffreys, Gunner & Co.
  Nick Frank, ex-Principal, Weston Cummins (sold to HFMC Wealth in June 2023)
  Phil Patient, Group COO, HFMC Wealth

• 3:45pm Wine and networking

  Wine and networking