How can business owners manage risk when selling their business, particularly with advice given around Defined Benefit Transfers or Non Standard Investments?
This workshop will explore the impact risk can have on a sale, and practical steps to minimise or mitigate that risk.
Total Time : 60 Minutes
Benefits of attending:
- Understand trends in the M&A market to inform your strategic plan, such as valuation trends and changes to the buyer market
- Identify potential risks in your business and develop an understanding of the impact they may have on a business sale
- Understand how defined benefit pension transfer advice is viewed by buyers, and what steps you can take to minimise negative impact on a sale
- Explore how self-employed advisers and bespoke investment portfolios complicate deals and narrow the buyer market
-- Risk Management--
Telos – Richard Farr
Gunner & Co. –Louise Jeffreys
Overall risk management have daily implications, including effective client management, repercussions on your PI renewal and ultimately on your position when selling your business.
Richard and Louise will review what is meant by Risk Management and case studies of what can go wrong.
-- Data Management--
Telos Solutions– Andy Sutherland
Data management is at the heart of any risk management plan. Andy will highlight and share the areas where most acquiring Due Diligence will typically focus on.
Andy will also seek to highlight some practical ways to present your business in the best light.
-- Focus: DBT, Fund Management and Non Standard Investments.
Telos Solutions – David Edwards
What triggers a red flag? What you need to know before entering discussions.
David will impact assess some recent regulatory developments and litigation outcomes in relation to prospective disposals of Advisory businesses. David will also consider the continuing topicality of non-standard investments and explore potential disposal issues in relation to bespoke portfolios