In early March we hosted a morning seminar in Edinburgh for financial advisers looking to buy or sell their advisory firm – either today or at some point in the future. Due to the success of that event (94.73% of attendees rated the event overall as very good to excellent) and the numerous requests we’ve received from advisers who couldn’t make it to Edinburgh, we have decided to re-run the seminar in London and Altrincham, near Manchester.

Who is the event for?

The event is for authorised Financial Planners, Wealth Managers and IFAs considering the sale or purchase of a business, or who believe it is prudent to have their business ‘sale ready’ and want tips for maximising sale value.

Our speakers and expert panel will address the following questions:

» How are financial advisory businesses valued? Is there a rule of thumb?

» What is it that you are actually selling, when your business is acquired?

» What considerations should you be mindful of,  pre, at and post-sale?

» How much time should you allocate to planning for sale?

» What business structure will attract the highest value?

» How important is your investment proposition in contributing or detracting from potential sale value?

» Should assets be held on platform or off?

» How are legacy issues typically managed?


Who will be speaking?

We have assembled a panel of experts with first-hand experience buying and selling businesses, so you can learn what works and what doesn’t from those in the know.

Our guest speakers include representatives from:

» Dennis Reed, Group Development Director, Fairstone

» Linda Preston-Todd, Head of Bespoke Solutions, Bankhall

» Financial advisers with first-hand experience buying and selling their business

What is the format for the event?

Based on attendee feedback the event will take the same shape as our previous morning seminars with two short and informative presentations followed by an open panel discussion – which you are actively invited to participate in (we invite questions prior to the event and as they arise during the discussion).

When and where?

Altrincham // 25 May 2017 // Apply for tickets

Central London // 2 June 2017 // Apply for tickets

At what time?

A light breakfast will be served prior to the event starting at 10am. We will finish at midday, so you can get back to your office or schedule meetings for later in the day.

A word from previous DISCUS event attendees:

“Very good, informative content”
“Very good presentations, a lot to think about”
“One of the best days I’ve been to – it wasn’t full of product selling”
“I enjoyed being able to actively join in”


Apply for tickets

This adviser event is proudly brought to you by DISCUS, in association with Bankhall. Note that there is limited space to attend and registration is now open.

You can apply for tickets using the buttons below. Please note that applying for tickets does not guarantee a place but all applications will be responded to. Apply for a place today to avoid disappointment.