Adrian Lynch

FIVE STEPS TO MAXIMISING THE VALUE OF A CLIENT BOOK-BUY

There are a number of steps advisers should take in order to get the most value out of purchasing a book of clients, writes Adrian Lynch.

Alex Burke September 25, 2012

SWITCH OFF THE PAIN IN SELLING YOUR BUSINESS

There are a number of steps sellers can adopt to deal with the sale process in a painless way, writes Adrian Lynch

Alex Burke September 5, 2012

TERM SHEETS – THE GOOD, THE BAD AND THE UNENFORCEABLE

A pre-contractual summary of key deal terms can help ensure that “everyone is on the same page” before a binding commitment is made. However, care must be exercised to understand which terms are binding and to ensure that key terms agreed ‘in principle’ make their way into the substantive sale contract precisely as expected.

Alex Burke November 28, 2011

SELLING THE BUSINESS VS SELLING THE COMPANY: WHAT’S THE DIFFERENCE AND DOES IT MATTER?

The key asset and rightful focus in any financial services asset disposal are the clients. However, scant regard (if any) is given to the sale structure until a professional adviser – usually a lawyer or accountant – raises the issue with the parties.

Alex Burke August 17, 2011

WHERE PEOPLE GO WRONG WHEN SELLING A BUSINESS

If you are selling all or part of your business, have found a willing and able buyer and have struck a price that meets expectations, there are a number of questions you should ask yourself before proceeding to documentation and completion.