Going Solo: Creating a profitable Solo Practice on your terms
Thursday, 29th February 2024 11:00am – 12:30pm
Join Kate Phillips as she interviews successful solo practitioners, Warren Shute and Paul Cleworth, on building a profitable solo advice practice.
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
Kate Phillips
Regional Director in Sales, Timeline
Kate the Regional Director in Sales at Timeline. She is APMP qualified Registered CII, CF1 & CISI. Prior to joining Timeline, Kate was a Senior Bid professional with over 12 years in the financial services sector. Kate is experienced in the Corporate Pensions and Investment markets, leading the bid process on highly complex, large-scale corporate pension tenders.
Kate works with financial planners to help them build compelling, innovative and dynamic planning and investment solutions. Kate’s mission is to get consumers and financial advisers to think differently about the way people maximise their investments to ensure the money outlives the people.
Paul Cleworth
Managing Director, Tandem Financial
Independent Financial Planner with more than 20 years of experience. Specialist in Retirement Planning, Wealth Management, and Investment Services.
Working with successful families, business owners, retirees, and those approaching retirement, we aim to help our clients make smart choices with their money. Our key goal is to take away the complexity of finance by offering clear strategies and solutions that bring order and clarity to your finances and peace of mind through service excellence.
Warren Shute
Multi award-winning Certified Financial Planner, Chartered Financial Planner, certified money coach, author of The Money Plan
Warren is recognized as one of the UK’s leading Financial Planners, boasting over two decades of experience in assisting affluent families with their financial planning needs. Throughout his extensive career, he has noticed a gap in accessibility for those who feel uneasy about approaching a Financial Planner. This hesitation may stem from a perception of inadequate earnings, insufficient assets, or a general aversion to the term 'Wealth Manager.'
With a wealth of experience spanning more than 20 years, Warren thrives on number-crunching, crafting financial plans, and adeptly resolving financial challenges. Beyond his numerical expertise, he harbors a keen interest in psychology and human behavior. Early in his career, Warren observed varying degrees of success among individuals who either embraced or resisted his guidance.
Join us in person!
You still have time to grab your ticket for Adviser 3.0 2024!
Going Solo: Creating a profitable Solo Practice on your terms
Thursday, 29th February 2024 11:00am – 12:30pm
Join Kate Phillips as she interviews successful solo practitioners, Warren Shute and Paul Cleworth, on building a profitable solo advice practice.