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 […]
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 consultation with clients, we often talk about the conditions of sale. In business generally, conditions of sale are the specific requirements, obligations, or circumstances that must be satisfied before a sale can complete. They act as checkpoints to protect both buyer and seller. We use these rules as a guide in every transaction. They […]
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