Strategies for a Successful Business Exit: 5 Key tactics for Preparing to Sell Your Company
Wednesday, 6th December 11:00 am – 12:30 pm
Join Louise on essential tactics and considerations for financial planning business owners, planning to sell their companies (be that in 2 years or 10 years).
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.
Developing a Sales Timeline and Strategy
Timing plays a large role in sales strategy. Louise will share with you her experience in timing a deal effectively to maximise the business value and give you an understanding of your likely commitments post-sale, so that you can effectively plan a realistic timeline.
Assembling a Strong Advisory Team
Just as you are the trusted adviser to your clients for their financial planning needs, so too should you have a set of trusted advisers in your deal team. You will (likely) only sell your business once, and so it is vital you plan and execute faultlessly. Surrounding yourself with an experienced deal team will minimise the risk of not achieving your goals.
Book Just Below:
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.
Outside of Gunner & Co., Louise enjoys running and talking about her Peloton, and spending time chasing her young son.
Join us in person!
You still have time to grab your ticket for Adviser 3.0 2024!
