West Yorkshire-based growth consultancy, The City & Capital Group, has pledged its support to the UK’s financial advisory sector with a series of free to attend webinars aimed at key stakeholders within financial planning and wealth management firms.
Hosted by the firm’s acquisitions division, group director Victoria Hicks – a chartered financial planner and former owner of a directly authorised IFA firm – will be joined by Dennis Reed, development director for Fairstone, one of the largest chartered financial planning firms in the country, to discuss how to enter or navigate the mergers and acquisitions (M&A) space with confidence.
Taking place on Friday 10 July at 3pm, the 45-minute seminar seeks to provide guidance for professionals looking to finalise an exit strategy and succession plan.
Commenting on what delegates can expect from the online event, Victoria Hicks said: “We’ve collated some of the most common vendor questions into an info-packed webinar agenda, designed to help those at all stages of the M&A journey – and maximise their chances of success in this competitive market.
“We’ll be looking at when is the right time to start to think about selling or building a succession plan, some of the options available for sellers, what the due diligence process entails and the most common methods of valuing a business. This will be bolstered by further ideas for owners to make sure their business stands out, alongside advice on how to ensure success post-sale.”
Discussing his place on the agenda, Dennis Reed added: “I am delighted to be invited to share some insights into what selling your business actually entails. Our experience is that this is the biggest decision you will make. Not only for yourselves but also for clients and stakeholders equally.”
Since inception of The City & Capital Group in 2017, the financial services specialists have overseen the management and delivery of many major senior recruitment placements within the industry, as well as the sale and acquisition of companies and client banks.
Despite the current climate, they continue to go from strength to strength, offering a range of services to their clients that have proven results, delivering these by drawing upon real-world experiences in a way that continues to make them stand out.
Proud of their ‘disruptor’ status, The City & Capital Group team benchmarks success on how happy buyers and sellers are six months or a year down the line – rather than on the number or value of completed sales.
Fairstone is one of the fastest growing CII Chartered Financial Planning organisations in the UK and operates across 42 locations. The national business integrates high calibre wealth management firms through its unique Downstream Buyout Model, which has led to the incorporation of 43 firms since 2011.
If you’d like to find out more or register for the event, you can sign up via Eventbrite – https://www.eventbrite.co.uk/x/financial-planning-ma-helping-sellers-maximise-their-chances-of-success-tickets-110252002708