PA360 Digital: Why streamlining before selling-up is essential

'Rolling out the red carpet'

Jenna Brown
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Lawrence Cook: "Clients are willing to pay for benefits. They don't want to pay for administration. Do clients care if you fitted the carpet?"
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Lawrence Cook: "Clients are willing to pay for benefits. They don't want to pay for administration. Do clients care if you fitted the carpet?"

Doing the right preparation work, including integrating sufficient technology and investigating all outsourcing options, before putting an advice business up for sale is an essential part of every exit strategy, delegates heard at PA360 Digital, which is taking place from 7 to 9 October.

Speaking at PA360 Digital on Wednesday (7 October) Sanlam's Lawrence Cook said getting a business ship-shape ahead of sale was a project worth investing in. The head of UK intermediary distribut...

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