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.
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.
A discussion paper exploring issues relating to capital in the financial advice market
Download NowA briefing note on the issues relating to deferred consideration
Download NowA discussion paper exploring issues relating to capital in the financial advice market
Download NowA briefing note on the issues relating to deferred consideration
Download NowA briefing note on the technicalities of risk management in deals
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