Patrick Ingram, Head of Strategic Partnerships at Parmenion
In this webinar, Parmenion’s retirement specialist Patrick Ingram will discuss seven key challenges advisers face in working towards the process improvements the regulator is looking for.
Patrick will also be discussing the risks involved to the client (and the adviser business) of different retirement income strategies, and what analytical tests can be used to identify appropriate solutions.
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.
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.
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.
Patrick has spent over 30 years in the advice and investment profession, first as a private client adviser in a DFM, later, holding several board positions within wealth management.
From 2009, he was part of Parmenion's start up team and since Pension Freedoms has focussed heavily on the financial planning and investment aspects of drawdown advice.
Patrick qualified as a Chartered Accountant and holds the ASIP qualification.
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