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Conference Programme 2024


Know Your Roots – the Practice Sale

17 May 2024
BDA | N40

Learning Content

The session provides an insurance insight into the topics practice owners should be discussing during the sale or purchase of a practice with their relevant advisors. It highlights how to properly protect principals, partners and directors as well as the business, when changing hands, protecting profits and encouraging a smooth transition.

George Western, Account Executive - Lloyd & Whyte