Assessing Value
26th April 2023
How do you know if the business you work for is worth owning? Maybe the current owner of the firm…
Read ArticleIFA owners, look up!
08th February 2023
Financial planning firms are great businesses to own. Recurring incomes and predictable costs with scalable tech make for a great…
Read ArticleThe Perfect Match
08th February 2023
Ask any experienced deal maker and they will tell you the same thing. The secret to successful M&A deals is…
Read ArticleSelling goodwill
08th February 2023
When you sell a business, you are not just selling tangible assets. If that were the case, the value of…
Read ArticleWhat is the value of an MBO?
08th February 2023
It is a popular misconception that selling a business to the management team means doing so at a discount. I’ve…
Read ArticleThe benefits of an MBO vs. a trade sale
08th February 2023
When considering succession options, owners often find themselves having an internal debate between whether they should carry out an internal…
Read ArticleManagement Buyouts: The future for IFA succession planning
25th October 2022
To this date, more than a third of our facilities have been provided to enable Management Buy Outs (MBOs). Witnessing…
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