M&A Workshops


WEBINAR: The Legal & Tax Implications of Selling Your IFA Firm

  • When: 7th July 2022, 11am – 12am
  • Where: Online Webinar
  • Overview: It is important that you have an experienced deal team to ensure you are well protected, particularly from a tax and legal perspective. Our speakers will talk you through some of the key things to consider when selling your business.


Market Overview

A brief overview of the market and the trends in M&A for financial planning firms.
Louise Jeffreys, Gunner & Co.

Maximising Your Consideration

Tax planning & structuring is an important part of any deal, and often has to be considered years in advance of a deal. Our speaker will give a review of the different tax treatments on a share purchase versus an asset purchase.

This session will give you an overview of how to prepare to get the most from your sell value
David Maslen- Old Mill

The Legal Implications

From finding the right buyer through to completing the deal- understand some of the key legal milestones to avoid any hiccups along the way and why it’s so important to have an experienced M&A deal team.
Daniel Bisby – Schofield Sweeney

Q&A: Ask the experts

An open mic session to delve into the themes and subjects that matter most to you.