2025 felt different to me in wealth-management M&A. The market felt it was shifting from “buy lots of firms” to “prove the model works after you buy them.” To be fair, this has been the route preferred by some consolidators like Fairstone who had already honed a model (Downstream Buy Out) which has certified success […]
Purpose:To achieve a successful exit without damaging clients, staff, or your reputation. Step-by-step: Understand what buyers really buyBuyers pay for recurring income, adviser continuity, and low regulatory risk. They rarely pay for brand or effort. Reduce key-person riskOver-reliance on one principal suppresses a firms value. Start delegating early. Stabilise clients before saleClient movement during or […]
Globally procrastinate effective experiences for interoperable innovation. Completely facilitate equity invested vortals for B2C action items.
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