Thinking about selling your financial planning business but have historic Defined Benefit (DB) transfer cases in the past? You're not alone. DB history is one of the biggest unknowns for firm owners planning an exit, and it can impact valuation, deal structure, PI, premiums and how buyers approach due diligence.In this webinar recording, Ben Wright from Melo hosts a practical, no-nonsense conversation with:• Vicki Hicks, CEO at Melo• Ben Goodwin, Director and Actuary at Isio, specialists in DB, redress and compliance due diligenceTogether we covered:

00:53 – Welcome

05:20 – Why DB history matters when you sell

09:20 – What counts as DB advice and safeguarded benefits

13:20 – Understanding your DB book and risk mapping it

17:20 – How DB redress really works in practice

21:50 – Opt in rates and the rise of “no loss” outcomes

25:50 – DB risk, PI cover and premiums

30:20 – How buyers assess DB exposure today

34:50 – Valuation impact and deal structures with DB history

39:20 – Regulatory expectations, CP23/24 and deed polls

43:50 – Preparing your firm: options, PBR and timescales

48:20 – Picking the right buyer and shaping the deal

52:20 – Practical first steps if you have DB exposure

55:20 – Live Q&A highlightsIf you have any DB history at all, even if you’re not selling anytime soon, now could be the perfect time to sort it out.Learn more:Melo: https://www.melo.co.ukIsio: https://www.isio.com/#FinancialPlanning #DefinedBenefit #FinancialAdvisers #Melo #Isio #BusinessSale #IFA #FinancialServices #DBTransfers #SuccessionPlanning #ExitPlanning #Redress