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Tuesday 8 March 2016
Hallam Conference Centre, London


Course Overview



For many Financial Planning businesses succession or sale is looming as a major issue.

Getting your business in shape for what is often a once in a lifetime event requires some serious planning ahead.

At this workshop I'll show you how to create a smooth succession or valuable sale of your business.

The successors

Whilst selling the business feels right for some, there are many owners who want internal successors to take over their business. They care deeply about their clients and want the client focused culture they've created to continue. They are sceptical that an external purchaser can guarantee that.

In some cases they have strong internal candidates who they've mentored for years and want to see that talent carry on the traditions of the firm. In others cases, they're prepared to find and nurture that talent after making the decision that succession is preferable to sale.

The sellers

Most sellers also care about their clients, but feel more confident in their ability to identify a suitable buyer with the right culture and values, ensuring continuity of standards and service.

In both cases there are major preparation issues that must be addressed if the vision for continuity and succession is to be achieved. Without that preparation, good intentions can fall at the last hurdle, leaving all stakeholders disappointed.

Here's some of the valuable content we'll cover at this full day workshop:

  • A business audit demonstrating your current readiness for sale or succession;

  • Getting the right people in place;

  • Developing your internal talent;

  • Institutionalising your client experience - the 3 key processes;

  • Embedding your culture and values;

  • The six essential areas that guarantee a successful exit;

  • Skills for executing your vision;

  • A timetable to exit for owners and managers.

Who is this for?


  • Owners and managers of financial planning firms;

  • Potential successors within existing firms;

  • Anyone looking to maximise the value of their business asset.

What is your investment?


  • Five quick-off-the-mark places at £295 plus VAT.

  • Five early-bird spots at £345 plus VAT

  • Standard tickets are still great value at £395 plus VAT

Multiple Attendee Pricing

  • 2 attendees £690 plus VAT

  • 3 attendees £985 plus VAT

Limited Places Available Please note there are only 50 places available at this workshop.





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