IFA 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 ArticleWe only write when we have something to say that we genuinely feel will be of interest. Below is a sample of our latest thoughts.
08th February 2023
Financial planning firms are great businesses to own. Recurring incomes and predictable costs with scalable tech make for a great…
Read Article08th February 2023
Ask any experienced deal maker and they will tell you the same thing. The secret to successful M&A deals is…
Read Article08th February 2023
When you sell a business, you are not just selling tangible assets. If that were the case, the value of…
Read Article08th February 2023
It is a popular misconception that selling a business to the management team means doing so at a discount. I’ve…
Read Article08th February 2023
When considering succession options, owners often find themselves having an internal debate between whether they should carry out an internal…
Read Article25th November 2020
Some deals take a long time to conclude. A transaction can take many months from initial discussions to completion. There…
Read Article03rd August 2020
In many areas of our lives, the internet is now the intermediary. Where once we visited a travel agent, phoned…
Read Article