Mastering Exit and Investment Strategies in a Shifting Market (part two)

Master your firm's transition strategy as we dissect the world of exit and investment options for regulated firms. Hosted by Chris Davies, Executive Director at Howden.

With the expertise of Roderic Rennison, Catalysts LLP, and Alex Canham, Herrington Carmichael LLP, we look at how the Financial Conduct Authority's (FCA) intensified focus on consumer duty compliance is reshaping acquisition priorities.

As we explore the shifting dynamics of the private equity market, Rennison and Canham shed light on the pivotal role of professional indemnity (PI) coverage amidst increasing regulatory scrutiny. With the private equity market experiencing a period of reassessment due to regulatory changes and budget constraints, we look into how these factors may influence future strategies and market consolidation.

Practical advice is shared on how to craft straightforward business deals, limit vendor liabilities, and organise affairs in advance for successful transitions. Delve into the nuances of asset sales, the importance of aligning with partners and family, and the necessity of having a clear post-deal strategy to ensure a seamless and profitable exit.

Listen to episode one. 

Chapters

• 8:31 Navigating Private Equity Market Changes
• 15:32 Tax Implications on Business Exit Strategies
• 24:53 Tips for Successful Business Exit