Speakers: Ian Fletcher & Gordon Gilchrist
The 21st Century has already seen major changes in the way people view their business and the working environment. Many Practitioners cannot rely only on their past savings and pension funds to fund their retirement and they are now much more aware of the possibility of grooming their business in order to maximise its capital value and sell profitability to enjoy a comfortable retirement. This course is designed to help delegates understand the processes involved in preparing a practice for exit from examining the personal goals of the owner, to preparing a prospectus through to the sales process and will include:
Key Topics
- How “Capital Value” is generated
- Personal goal setting
- Performing a practice diagnostic including a complete checklist which helps identify and prioritise the most important issues that will maximise the "Capital Value" of the business
- Timing and the steps in grooming a practice for sale
- An overview of valuation techniques
- Preparing a prospectus
- How a "brief firm profile" attracts interested parties and
- Using a "Full Sales Memorandum" - Marketing the Practice to potential buyers
- Surviving due diligence work
- Negotiation
- Making it work
- What to talk about first to avoid disappointment at the "eleventh hour"
- A complete checklist of items to discuss to ensure a successful and timely sale
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