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 […]
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 […]
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