Resources

Succession planning is not your day job, so we have produced information and tools to help with education and planning, for your growth or exit journey. Do not treat these resources as advice. They are merely intended to make you more informed when you do seek formal advice.

Something for everyone

We’ve created resources to help you understand the challenges and opportunities of succession planning, M&A transactions and of course, debt financing. We hope this content helps you plan your journey forward. If you need access to advice, we can put you in touch with a selection of firms.

The flow of capital in the UK financial advice market

A discussion paper exploring issues relating to capital in the financial advice market

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Guide for buyers

Our guide to growing your business through acquisition

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An Introduction to Briefing Notes

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Valuation

A briefing note on the valuation process

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Initial Consideration

A briefing note regarding initial consideration

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Deferred Consideration

A briefing note on the issues relating to deferred consideration

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Legal Documentation

A briefing note covering the legal documentation for a deal

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The flow of capital in the UK financial advice market

A discussion paper exploring issues relating to capital in the financial advice market

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Guide for sellers

Our guide to succession planning

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An Introduction to Briefing Notes

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What are we selling?

A brief note on the different types of deal structure

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Valuation

A briefing note on the valuation process

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Initial consideration

A briefing note regarding initial consideration

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Deferred consideration

A briefing note on the issues relating to deferred consideration

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Due diligence

A briefing note on what can be a stressful process

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Legal documentation

A briefing note covering the legal documentation for a deal

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Warranties, indemnities & disclosure

A briefing note on the technicalities of risk management in deals

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Life after ownership

A briefing note on the softer side of succession planning

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Selling your firm

A simple checklist to give you an idea of what's involved

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