Are you thinking of selling your practice, taking a changing career or taking a break from practice life? Planning ahead to manage a successful exit is one of the most important challenges in a practitioner’s career. Our workshop will help you navigate the issues to consider and some of the options available.
Working with clients can involve life-long relationships; understanding how to step down from the interdependent nature of these relationships and ultimately hand them over requires a process of acceptance and support from those closest to you.
Getting your practice into good shape before selling is key to ensuring a smooth transition irrespective of which exit route is chosen. Learn from ICAEW members who have first hand insights and experience.
There will be an opportunity to pose questions to each of our experts.
Following the webinar, you will be automatically registered for the ICAEW’s free Practitioner Business Advisers Community and you will receive communications about bespoke content, events and benefits to support your small practice. If you no longer wish to receive relevant community information you can update your details via your preference centre once logged in.
Nila Khan, Business Advice Manager, ICAEWNila is a fellow of the ICAEW and qualified with a Big 4 firm. She has been a principal in practice for 13 years. At ICAEW, Nila is part of the practice team and develops advisory resources for members in practice and their clients. She is also a member of the CIOT.
Nicola Draper, Managing Director, Draper Hinks LtdNicola was a partner in a fee-based Independent Financial Planning firm before setting up Draper Hinks Ltd. Nicola’s current role is Managing Director. Her office and team are based in Rugby in Warwickshire. Since inception Nicola has managed over 330 successful deals with 8 of them completing in April 2021. From scratch, Nicola has built a very successful business with an enviable reputation.
Ed Partridge, Senior Vice President, Marsh CommercialEd has more than 18 years’ experience in the insurance market, specialising in working in partnership with organisations to develop and deliver bespoke insurance solutions for their members and clients. Most recently, Ed has taken the role of Senior Vice President at Marsh Commercial and looks after the Bristol Centre of Excellence, which has a core specialism in professional indemnity insurance (PII) for accountants. Ed works closely with ICAEW to facilitate the provision of its long-standing scheme, which gives members access to tailored and enhanced PII, office, and cyber cover backed up by a dedicated ICAEW team of account managers and claims experts. Della Hudson FCA, Hudson Business AdviceAward winning author of ‘The Numbers Business; how to grow a successful cloud accountancy practice’, Della is the former owner of Hudson Accountants which was started from her kitchen table, grown, and sold in 2017. She now enjoys helping other accountants to do the same thing by speaking, writing and coaching them through different stages of their business life cycle. 2019 saw her listed in the Practice Ignition Top 50 Women in Accounting, the Accountancy Age top 50 Women in Finance and one of ICAEW’s online influencers. In 2020 Della was one of Tide’s 20 Female Entrepreneurs to Watch as she set up her second practice, Minerva Accountants.
Rik Pancholi, Managing Director, Pattersons Commercial Law Rik specialises in corporate transactional matters and this generally involves structuring transactions and advising on acquisitions or sales of businesses. Rik has personally acted as the lead advisor for somewhere in the region of 80 transactions involving the sale, restructure or purchase of an accountancy practice. Rik loves being a solicitor and business owner which places him well to advise his clients on the practical aspects and commercial challenges facing them and their businesses.
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