Succession Planning

  • |
  • 44 mins 48 secs

Learning: Structured


  • Paul Young, Head of Business Consultancy, Quilter Financial Planning
  • Nick Braid, Head of Succession Planning, Quilter Financial Planning
  • Mark Pittaccio, Behavioural Economist, Research Psychologist, University of London

Learning outcomes:

  1. How to structure capital payment for a business, including tax
  2. How to maintain client focus under new ownership
  3. Protecting advisers from past and future liabilities
Check the Business sale Checklist here.

Channel: Akademia
London • Harpenden
Tel: +44 (0)1582 764000

New York
Tel: +1 212 661 4111

If you have found this report informative and would like further information please email at [email protected]
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