Exit readiness for advice firm owners: What to prepare, what to expect, what to avoid

Selling an advice firm can be a lengthy process, and many of the issues that affect timing, value and outcome start well before a buyer is formally involved.

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This webinar is for IFA and financial services business owners who want a clearer view of what buyers will ask for, what tends to slow deals down, and what can be prepared in advance to make the process smoother.

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We cover:

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• The information buyers typically expect to see, and how to prepare it

• The financial, regulatory and legal areas that often need attention before a sale

• When to start getting documents, data and records in order

• What the sale process usually looks like in practice

• The most common mistakes sellers make when preparing for a transaction

• The legal and compliance tidy-up needed before going to market​​​​