Introduction
Selling one's business has become an important issue for many financial advisers as the pressures of regulation or trying to come up with a succession plan prove too much.
But how does one go about it?
There are many ways in which it an go wrong - from not getting the right valuation to selling to the wrong people, and not really knowing what you are letting yourself in for.
Also, there is the issue of legacy advice, especially if you have given DB transfer advice.
This guide aims to shed light on various aspects of this process, from who you should sell to, how to value your business and what to do about past advice.
It is worth an indicative 60 minutes.