Drawdown as it should be
Tuesday, 19th March 11:00 am – 12:00 pm
Join Andrew Harvey, Head of Adviser Success at Fundment for this free webinar hosted on zoom, as he demonstrates drawdown as it should be.
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
A brief history of drawdown and the problems it sought to solve
Insights into the challenges hindering a smoother drawdown experience for advisers and clients
How technology is evolving to improve client outcomes and the drawdown experience
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.
