Succession Planning | Finance | MBO
MBO vs EOT: Choosing the Right Internal Succession Path
16th June 2025
The Real Cost of Delaying Succession For many IFA businesses, succession planning is one of those long-deferred tasks, known to…
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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 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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Our view of the IFA succession planning landscape
02nd March 2020
One topic that crops up in countless conversations is the current shape of the UK IFA market. The most reliable…
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The price is right!
20th February 2020
Over hundreds of deals, I’ve witnessed countless, often intense negotiations around price. It’s clearly a critical factor that, along with…
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