Whether you’re planning to sell your financial planning business soon or simply want to prepare for the future, understanding how the sale process works is crucial to making the right decisions when the time comes.

In this interview-style webinar, we will talk you through the key points of selling your financial planning business and how you can best prepare for it. From understanding valuation approaches to knowing what makes your business attractive to buyers, it will cover practical steps and common pitfalls, backed by real, first-hand experience.

No matter your timeline, this conversation will help you navigate the process with greater clarity and confidence.

What you will gain from this webinar:

·      Understand what drives business value and how to make your firm more attractive to the right buyers.

·      Navigate the full sale journey—from preparation and due diligence to deal structuring and life post-sale—with less stress and more confidence.

·      Identify common deal-killers and how to avoid them, while gaining clarity on different valuation methods and buyer expectations.