Free Webinar by Adviser 3.0 and Calton Wealth Management
The Case for Custom Indexing
Tom Ham, CEO of Calton Wealth Management
Thursday, 6th June 11:00 – 12:00 pm
Further Topics Include!
Understanding Your Business's Value
It is essential you understand the current value of your business, and the gap to your target sale value. Beyond that, you will gain an understanding of other factors that influence the value of your business so that you can identify strategies to increase the attractiveness of your business ahead of sale.
Preparing Your Management Information
Your management information plays two key roles in the sale process – the marketing and positioning stage needs to attract interest, and it is fundamental to an effective due diligence process. Understand the requirements of MI in advance so that you can detect and close information gaps, allowing you to sail through your transaction.
Identifying and Mitigating Risks
Potential buyers are always cautious about hidden risks associated with a business, particularly in highly regulated industries such as financial services. Louise will share with you an overview of the key areas a potential buyer will examine, giving you the opportunity to remediate any potential issues before starting the process of a business sale.
Learning outcomes
Introduction to Custom Indexing and, briefly, its origins.
Examples of client/investor challenges that custom indexing is well placed to address.
Practical use case/s of how custom indexing can benefit clients
Tom Ham
CEO of Calton
Tom Ham is Group CEO at Calton, the business he founded in 2021 with the aim of setting new standards for the financial planning profession. He believes that real financial planning, with a focus on deep client relationships and delivering expert guidance with clarity, can change lives.
He began his career at a well-known insurance and investment company before progressing to become a senior financial adviser at a national law firm, where he served on the committee overseeing the investment proposition and processes.
Today, committed to nurturing the next generation of professional talent at Calton, Tom is building a team of experts working towards shared goals. He believes in harnessing technology to streamline processes, allowing advisers to devote more time to their core activity, helping clients.
Headlining Adviser 3.0
Keynote and Q&A with renowned entrepreneur Deborah Meaden and the first ever UK live appearance of ‘Traction’ author and business growth guru, Gino Wickman.
