Chapters Capital webinar – exit readiness for advice firm owners: what to prepare, what to expect, what to avoid

Daniel Bisby will be joining the panel at the upcoming Chapters Capital webinar.

This webinar is for IFA and financial services business owners who need a clear view of what information buyers will ask for, what slows deals down, and what you can prepare early to protect your deal value and avoid extra months spent in due diligence.

What the webinar will cover:

• What information buyers expect to see and how to prepare it (financial, regulatory, and legal)
• When you should start pulling information together
• What to expect from the sale process
• The most common mistakes sellers make in their preparation
• The legal and compliance tidy-up necessary before you come to market

You will hear from host Simon Bourke, Managing Director at Chapters Capital, alongside Sam Ward, Head of Mergers & Acquisitions at Perspective Financial Group, and Daniel Bisby, Partner at Schofield Sweeney.