The BIG M&A debate - your questions answered
Panel discussion | Everyman Broadgate - 1 Finsbury Ave, EC2M 2PF
10am - 12.30pm | Wednesday 30th April 2025
The financial planning mergers and acquisitions (M&A) market is evolving fast. A few years ago, there was a buyer for every financial planning business – the harsh reality is that’s no longer the case.
Whether you’re considering selling your business now, in a year, five years or ten years, this event is for you!
The Big M&A Debate brings together a panel of expert buyers for a candid, interactive session that will go much deeper than you’ve ever seen before. Most importantly, the panel will be taking your questions live! This is your chance to get answers directly from those writing the cheques — what they’re looking for, what turns them off, and how you can position your business for success.
You’ll gain real-world insights into:
- What you can do to add £millions to your sale price
- The costly mistakes that kill deals, and how to avoid them
- The importance of thinking about exit years (or even decades!) ahead
- The buyer types (and deal types) you should understand, to exit the right way.
Don’t wait until you’re ready to sell to start thinking like a buyer. Join us and get the insider perspective that could change the face of your retirement for ever.
Speakers include:
- Dominic Rose, CEO, MKC Wealth
- Gabrielle Beaumont, CEO, One Four Nine Group
- Dan Boardman-Weston, CEO, BRI
- Phil Patient, Executive Director, HFMC Wealth
- Victoria Hicks, Group CEO, Melo
- Magnus Wikner, Head of Advisory Growth, Soderberg & Partners
- Alex Whitson, Managing Director, VouchedFor
Early bird tickets: £100 available until 14th March
Regular tickets: £250
Save your place
Any questions? Please contact customer_service@vouchedfor.co.uk