TALK: How To Grow By Acquisition



11:00 am

What are we talking about?

PortfolioMetrix have launched a guide all around growing your business by acquisition. In this webinar, Ben Peele discusses just how it works and covers 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.

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.

TALK: How To Grow By Acquisition