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

Programme.

• Coffee & Registration

  Guests registration.

• Chairman's opening remarks

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

• Round table: Ask the Experts

  How do you navigate the breadth of options and find the next steps that best fit you, and all importantly, your client base.

• Market Overview

  Current outlook of the buying market; Business valuation trends, relative to your business; The selling process, timeline and key considerations; What you can do now to build value in your business to be as attractive as possible in the market place.

• The Monday Morning Reality: Understanding the Impact Selling Your Business Will Have

  This section will guide you through your succession plans from the personal perspectives, for example should you stay or should you go and how you will feel on the first Monday morning after you sell your business.

• Preparing Your Business For Sale – The Broker’s Inside Tips

  Hear it directly from the horse’s mouth – what are the major buyers now looking for when buying businesses and what are the key fundamentals that you can be building.

• Networking Lunch And Refreshments

  Networking Lunch And Refreshments

• Shaking the Due Diligence Tree

  Preparing for due diligence is essential to make the acquisition journey as smooth and stress free as possible, and starting the preparation as early as possible can save a lot of pain at a later date.

  We will share with you what and how to prepare for a successful due diligence process.

• Actionable Intelligence: Structuring the Deal– Entrepreneur’s Relief

  Another factor to consider before you close the deal is how to set the sale up to be eligible for entrepreneur’s relief on your payments, in place of income tax.

  This talk will give you a broad idea of how you can structure your company and the sale of your IFA business ensuring you are eligible for this important tax relief.

• Networking Break And Refreshments

• Actionable Intelligence: 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.

• Case Study: A Personal Perspective