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

Wednesday, 22 April 2026

Zoom

12pm - 1pm

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

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This webinar is for IFA, financial planning and wealth management business owners who want a clearer view of how to compare buyers, assess long-term fit, and understand what a deal could mean for clients and staff before agreeing terms.

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We will cover:

• the questions sellers should be asking buyers about culture, staff and long-term fit

• how client proposition, service and continuity may change after an acquisition

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

• how to compare your current client service with a buyer’s approach before agreeing a deal