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Growth Focus

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 outcome and forces compromise. Many are unaware and often surprised at the number of options available. The purpose of this ebook is to:• Provide tools to assist you to select the best option for you.

• Simplify the concepts
• Explore the pros and cons of the 5 most common scenarios that we see in Financial
Service Businesses

The tools, tips, ideas, calculators and concepts come from more than 100 case studies over 15 years of assisting service businesses in the area in divestment, succession, part sale and full trade sale.