1st November 2022

Benchmark: Acquisitions - is the bubble about to burst?

Consolidation in the IFA market has been progressing at pace over the past few years, and with it an increasing demand for well run, low risk, advice firms. Combine this with the significant influence of private equity backing, and you have the perfect recipe for increased valuations and a buying frenzy unlike anything we’ve experienced before.

But is it sustainable? Inflated valuations mean that costs often have to be cut elsewhere, fees are increased, or the largest outgoing of all - staff – must be removed from the businesses they buy.

Is the bubble about to burst?

Learning Objectives:

  • Understand the drivers and market dynamics of advice consolidation
  • Learn the key metrics acquirers use to identify target firms and return on investment
  • Assess whether these practices are good for the market and for your business


Octopus Investments

An EIS portfolio lets experienced investors invest in early-stage companies with high growth potential. You'll hear from EIS experts at Octopus Investments cover some of the key reasons to write EIS including how it can offer several tax reliefs that are useful in planning, such as capital gains tax deferral on the sale of a property or business. Octopus Investments will explain key planning ideas to help you identify potential opportunities in your client bank and outline recent exciting investments.

Learning Objectives

  • Why smaller company investing is so exciting right now.
  • What an EIS is, and the types of clients that could benefit.
  • The tax reliefs available including income tax relief, tax-free capital gains and loss relief.
  • How the Octopus Ventures EIS Service works.


Speakers 


Dan Fairweather, Senior Business Development Consultant, Benchmark

Dan has 22 years’ experience across the IFA, platform and investment sectors, working closely with business owners and other key stakeholders at high quality advice firms. He focusses on delivering measurable value by helping advisers to increase efficiencies, accelerate growth and plan their succession strategy. Having spent his career working with a wide variety of advice firms, he has significant insight into the industry and a keen eye for future developments.

Dan holds the Diploma in Financial Planning and Investment Management Certificate.



Nick Bird, Head of Strategic Growth, Octopus Investments

Nick is Head of Strategic Growth at Octopus. He has working in financial services for the two decades with the last 8 years at Octopus. Over that time Nick has worked closely with advisers to help grow their business by understanding their clients, working with professional connections and providing planning ideas and training. Nick is an affiliate of STEP and specialises in estate planning work. He is a regular contributor to the trade press and speaks passionately about the power of good planning and the opportunities of smaller company investing.


3. Octopus/Benchmark Capital (South) - 1 November 2022

Date: 1 November 2022

Venue: DeVere Tortworth Court, Tortworth, Wotton under Edge, GL12 8HH

Time: 12.30 - 2.30pm