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…
Read ArticleM&A Activity | Finance | Latest News | Investment | MBO
Understanding the Real Cost of Acquisition Funding
03rd April 2025
When it comes to financing an acquisition, many financial advisory firm owners instinctively focus on one number above all else:…
Read ArticleM&A Activity | Finance | Latest News | Investment
How to Use Debt to Buy an Advice Business (Without Losing Sleep)
26th February 2025
Smart Leverage vs. Overextending: Striking the Right Balance Acquiring an advice firm using debt can be a powerful strategy—if done…
Read ArticleAssessing 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…
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