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 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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