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 […]
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From the Fringe to the Centre: Why I No Longer Gate-keep Knowledge In my last post, I wrote about how the heart of financial planning has been pushed to the fringe — and how some buyers are bringing it back to the centre. Now there’s another shift happening. For years, knowledge in our industry has […]
In 2024, Principals facing the loss of up £250,000 in deferred payments from the sale of their wealth management company asked us to step in. Each needed someone on their side. We recovered the entire loss sum. In our lowest-value case, a business owner invested just £3,500. Through our intervention, we recovered £55,000 that could […]
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