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:

• 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 often needed before going to market​

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Speakers

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