Selling your business: how to assess culture, client continuity, and buyer fit

22 April 2026

12pm - 1pm

Choosing the right buyer means understanding what will happen to your clients, your staff and your proposition after completion. 

Poor buyer fit can increase the risk of a transaction falling over, lead to client attrition and ultimately affect your consideration.

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This webinar is for IFA, financial planning and wealth management business owners who want to better understand how to compare buyers, assess long-term fit and ask the right questions before agreeing a deal.

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We cover:

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• The questions sellers should ask about culture, staff and long-term fit

• How client proposition, service and continuity may change after a sale

• Why a buyer’s central investment proposition matters for client outcomes and risk management

• What reverse due diligence should cover before agreeing a deal