Navigating The Retirement Timeline and The impact of Guarantees
Martin Lines, Just
Thursday, 25th July 11:00 am – 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
Recognise the importance of having a guaranteed income source in retirement, especially in the face of market volatility.
Show how adding a guarantee can increase the income sustainability for clients in retirement.
Demonstrate how guaranteed income can enhance the legacy benefits of a drawdown portfolio.
Martin Lines
Development and Events Director, Just
