We’ve hosted our TALK events consecutively for over a year and they have now become a regular feature in many people’s diaries.

Each one is an hour long and will feature industry-leading speakers sharing expert content on a specific theme within their field. During the session, delegates are split off into working groups to discuss and share best practice – bringing back that much-desired networking.

Find out more about the structure by watching this video:

What are we talking about?

PortfolioMetrix have launched a guide all around growing your business by acquisition. In this webinar, Ben Peele will discuss just how it works and will cover some key areas such as:

• What should buyers consider before starting down this road?
• What decides the valuation of an adviser business?
• Standard Process & Timeframes
• Payment structure / tenure
• Sources of capital
• Why are adviser businesses so in demand?
• What do sellers want?
• Who are you competing against?
• How do you stand out from the crowd?
• What constitutes a good sale?

So, if you’re interested in business acquisition, this is the TALK for you. This event will be done in our usual format, including breakout rooms, giving delegates the opportunity to share their own thoughts and opinions. There will be a Q&A session conducted, allowing for any burning questions to be put to Ben.

Who’s talking?

Christian Markwick, Head of Adviser Support – Apricity Compliance

Christian is Apricity’s Head of Adviser Support. Having been an adviser, T&C Manager & SM16/17 for many years, he is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there.

Ben Peele, Managing Director – PortfolioMetrix

Ben has over 20 years of experience in the financial services industry and writes regular thought pieces on topics that matter to financial advisers which have been featured by all the major industry press.

When? 18th March 2022

Where? Online

Cost? Free!