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Register for the Wealth Management Sales and Acquisitions Webinar with Catalyst Partners

Jigsaw Tree is pleased to introduce Catalyst Partners to our clients, partners, prospects and collaborators, and we would like to invite you to their webinar titled, 'Wealth Management Sales and Acquisitions; what’s going on, what should you know, and what makes a difference to a successful outcome?'. The webinar will take place on Tuesday 27th September between 10:00am – 11:30am.

Succession, be that handing over the reins to a family member, a management buyout, setting up an Employee Ownership Trust, or a sale of your business, all have challenges and carry risks. Likewise, making acquisitions is a step change for any financial planning firm, and careful planning and execution are paramount not only to create value but also to ensure the business does not take on risks that it cannot effectively manage. This is against a backdrop of rapid consolidation, and significant deal activity.

Roderic Rennison and John Chapman of Catalyst Partners, will, in this interactive 90-minute webinar cover:

  • The importance of having a plan and recognising and assessing the risks involved

  • A Consideration of each option for succession and the relative merits of acquisition versus organic growth

  • The relative merits of a share versus an asset sale from a seller’s and a buyer’s perspective

  • Valuation expectations, and factors that have an impact, deal structure, as well as possible future trends

  • An outline sequence for the planning and execution phases and typical timelines

  • The steps to take that will increase the likelihood of a successful outcome, and the main pitfalls to avoid

  • The importance and use of experienced advisers

  • What a good outcome looks like, and what measures of success to apply for sellers and buyers

  • How Catalyst Partners may be able to assist

  • Questions from attendees

If this webinar is of interest and you would like to register or if you have any questions, please reply by clicking here.


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