Finance | Succession Planning | 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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Finance | M&A Activity | 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 ArticleWhat is the value of an MBO?
08th February 2023
It is a popular misconception that selling a business to the management team means doing so at a discount. I’ve…
Read ArticleThe benefits of an MBO vs. a trade sale
08th February 2023
When considering succession options, owners often find themselves having an internal debate between whether they should carry out an internal…
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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