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DTSTART;TZID=Europe/London:20241016T130000
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UID:83444-1729083600-1729087200@staging.limestreetguide.com
SUMMARY:Financial planners: Preparing for your succession and navigating your path 2024 (Session 1 of 2)
DESCRIPTION:Financial planners: Preparing for your succession and navigating your path 2024\nThis is the first of two financial planning webinars\, where Brian Hill and Zane Hunter discuss their experience in the field to simplify the exit and succession process for financial planning business owners and senior decision makers through education\, guidance\, and support. Their goal is to help business owners navigate this journey smoothly and avoid common pitfalls. \nIn these sessions\, the speakers describe the exit landscape\, unmasking the various types of acquirers\, their aspirations and how objectives can be aligned. They provide guidance on how business values are defined and how\, through the power of data\, that value can be maximised. They also provide insight into the art of an equitable deal\, demystify the due diligence process and how to move forward to a successful completion and\, ultimately\, towards succession and exit. \nLearning objectives\n\nUnderstanding the exit path: An overview of the entire journey\, from planning the sale to a successful completion\nHow to prepare your business for a smooth exit\nWhat are the factors affecting business value during the exit process\n\nSpeakers\n\n\nBrian Hill\, DipFA\, Managing Director Exits\, Melo Advisory Services\n\n\nZane Hunter\, FPFS\, Head of Exits\, Melo Advisory Services\n\n\nChair: Angela Lloyd-Read FPFS\, Financial Advisor\, Tanager Wealth Management\n\n\n		\n\n							\n					Share this event with your colleagues:\n				 \n			\n			\n\n								\n		\n\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Facebook\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Twitter\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																LinkedIn\n									\n						\n\n											\n					\n									\n							\n\n					\n						\n						 \n					\n						\n							\n\n							\n																Email\n									\n						\n\n											\n					\n									\n			\n					\n		\n			\n		\n		Visit Event Website
URL:https://staging.limestreetguide.com/event/financial-planners-preparing-for-your-succession-and-navigating-your-path-2024-session-1-of-2/
LOCATION:Online
CATEGORIES:Online,Education & Training,CPD Certified
ATTACH;FMTTYPE=image/png:https://staging.limestreetguide.com/wp-content/uploads/2017/09/logo-the-insurance-institute-of-london-e1539464378247.png
ORGANIZER;CN="The Insurance Institute of London (IIL)":MAILTO:Iil.london@cii.co.uk
GEO:51.533166;-0.130418
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