Top tips for planning and executing a successful business sale

Event information

This webinar will cover the technical and financial impacts of selling a business and the emotional and personal aspects that business owners should consider. The scene-setting will provide an overview of the value that can be added by a Financial Planner in the sales process before, during the sale and after exit.

Financial planning considerations of running a business will also be covered, with conversations such as:

• What should business owners be thinking about in terms of their financial planning as they run their business and even before they have considered the exit process?
• How do they reduce their risk?
• Should they rely on their business exit to provide their needs or should they do some other planning before this?
• What are the human and emotional aspects to be considered leading up to a sale?
• How can you plan for post-exit life?

Key topics

• The financial planning considerations in the lead-up to sale.
• The human and emotional considerations in the lead-up to sale and post-sale.
• The financial planning considerations post-sale and how sale proceeds should be invested with case studies.
• Identifying areas where financial planners can add value and collaborate with accountants.

About the speakers

Simon Hoult, Financial Planner, Colmore Partners Ltd Simon is a Chartered Financial Planner with over 25 years’ experience in the financial services sector. He has a successful track record in advising high net worth individuals, with a particular specialism in the areas of financial and estate planning, pensions and investments. As director and head of proposition at Colmore Partners, Simon combines his client-facing role with responsibility for developing the advice and information given to clients. He leads the training and development of advisers and ensures that the firm is responsive to the latest industry changes and regulations.

Katrania Lowers, Financial Planner, Colmore Partners Ltd Kat brings over a decade of experience in the financial services industry. She works directly with clients to understand their wants and needs, to create tailored financial plans that help them achieve their goals & aspirations. Her expertise stretch across various areas which allows her to provide a holistic approach when advising clients. Passionate about financial literacy for all, Kat also shares valuable financial insights and tips via social platforms, making financial planning accessible and understandable to a wider audience and hopefully encouraging the next generation of financial planners.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.