Financial Planning M&A: The True Story

Tuesday, 6th February 2024 11:00 am – 12:30 pm

Businesses are being sold at a significant pace – but what does a real deal truly look like?

Find Out Just Here 👈

Businesses are being sold at a significant pace – but what does a real deal truly look like?

Louise Jeffreys, the UK’s leading M&A expert in the industry will interview a recent business seller, to understand the highs and the lows of the process, alongside the business buyer – giving you unique behind the scenes insight of the M&A experience.

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.

M O D E R A T O R

Louise Jeffreys

Louise founded Gunner & Co. in 2014, after a decade of general management roles internationally. At that time, the M&A market was just taking shape, and Louise could see an opportunity to build a service for retiring IFAs to truly be a partner in the succession planning process.

Louise runs the business day to day, with a particular focus on delivering insight and guidance to buyers and sellers through workshops, webinars and online guides. Louise also leads Gunner & Co.’s philanthropic activities, including being a trustee of one of our two chosen charities, Do Slumthing. With almost a decade of brokerage and consultancy experience, there isn’t a deal shape Louise hasn’t seen, and is on speed dial for many prominent players across the press and market.

Phil Patient

Group COO, HFMC Wealth

Phil is a Partner and Executive Director at HFMC Wealth, a multi-award winning high net worth IFA business, and is also an industry commentator & speaker.

As a business leader, he is responsible for HFMC Wealth's advice and service proposition, operational efficiency and the M&A programme working both pre-deal and through integration to deliver the firm’s ambitious 5-year growth plan.

Previous roles include being Head of Wealth Planning at both C. Hoare & Co., the UK’s oldest privately owned bank, and also Fleming Family & Partners (now Stonehage Fleming), the largest International Family Office in the EMEA region).

Nick Frank

ex-Principal, Weston Cummins (sold to HFMC Wealth in June 2023)

Nick joined HFMC Wealth in 2023, having previously been a director of Weston Cummins where he worked for over 25 years. Over the years he has studied hard to improve the quality of advice that he can provide, and he is now a Fellow of the Personal Finance Society.