2nd 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.



Debbie Mahanta, Strategic Partnership Manager, Octopus Investments

Debbie Mahanta works at Octopus Investments, the UK’s leading specialist tax efficient investor, as a Strategic Partnerships Manager. She is responsible for developing relationships with wealth managers to help them unlock the potential of tax efficient solutions in their ongoing investment and intergenerational planning, including the Octopus Ventures EIS service. Debbie has over 20 years’ financial services experience in wealth and financial planning as well as business development roles for SJPP, UBS, Guinness Asset Management and Tilney Financial Planning. She is an active committee member of STEP City of London branch and the EIS Association’s Membership and Events Committee.


4. Octopus/Benchmark Capital (Midlands) - 2 November 2022

Date: 2 November 2022

Venue: Ettington Park, Alderminster, Stratford upon Avon, Warwickshire, CV37 8BU

Time: 12.30 - 2.30pm