We are delighted to invite you to attend our upcoming webinar, in association with Succession Wealth.
Join us on Tuesday 27th February for an in-depth discussion about how an IFA can sell, purchase, or retire from their business, where you will learn everything you need to know about the benefits of exiting, maximising exit value, and how to find the perfect deal.
Our panel of leading experts will also be sharing their insights about the current environment of M&A in the financial advice sector, and the important things to note for IFAs looking to start their exit journey in 2024.
Some of the key topics to be addressed on the day include:
- An outlook for the M&A market in 2024.
- How can sellers maximise their exit value, and what do sellers need to be aware of when starting their journey towards an exit?
- Where can IFAs find the perfect deal to suit their company?
- How far in advance of a transaction might it be sensible to start preparing/why is it worth my time preparing?
- Why is it that potential acquirers need different information/data to make a decision to buy a business?
- What is financial DD trying to achieve after buyer and seller have already agreed a deal?
Click here to register and earn 1.5 hours CPD
This webinar is for Financial Professionals only. CPD certifiable.
