
Successful Succession and the 3 options available to you
Successful Succession and the 3 options available to you

Successful Succession and the 3 options available to you

Podcast – Legal Issues when Buying or Selling a Business – Episode 42 Legal issues when buying or selling a business can cost buyers and vendors a lot of time and money. Most of the common pitfalls are not rocket science. In fact they

Top 5 Ways to exit a Financial Services Business We speak to partners, business owners, boards, stakeholders and sole practitioners on a daily basis about exit options. Exit planning is generally poor. Most act when they are forced to act which greatly reduces the optimum

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three years’ worth of data, which captured the

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three years’ worth of data, which captured the

Million-dollar Advisers at a “Decision Point”: M&A experts

What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three years’ worth of data, which captured the

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‘Everything is scrutinised’: M&A due diligence process triples

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