Accredited With https://thecpd.group Accreditation Number #1011306
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Drawing upon the PortfolioMetrix research and corresponding white paper on this subject matter, the session will look at the key considerations when looking at in-organic growth, both from a ‘Buyers’ perspective and also that of a ‘Vendor’. The research and insight from PortfolioMetrix is complimented by the experiences of Vicki Hicks, of City & Capital, who when through the highs and lows and selling an IFA business to a national consolidator, and what she would do differently having gone through the process first hand.
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