In this free IFA webinar, IFA Technical Manager Matt Barton will discuss succession planning with two IFA members who have recently been through the process, from very different perspectives:
- Duncan Walker, who sold his successful practice to an external party
- Andrew Coombs, who took over his father’s practice as an internal successor
We’ll discuss how Duncan and Andrew approached succession planning, what steps they went through, what they learned and what (with the benefit of hindsight) they might do differently. This is an interactive webinar, and we welcome any questions you may have.
This webinar will cover:
- The importance of succession planning for your practice and you
- Making a plan and setting a date
- The difference between an external sale and internal succession
- Finding the right successor
- Getting systems and processes in order
- Insurance and compliance requirements
Date: Wednesday 19 July 2023
Time: 1pm – 2pm (UK)
CPD hours: 1
Price: Free
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