Why are some buyers more successful than others?
What we have noticed over the years is the actions and approaches that make some buyers more successful in completing an acquistion
Buying a business
Successful Succession and the 3 options available to you
3 Succession Options available to you When it comes to your financial planning business and succession, we understand that it’s a sensitive topic requiring considerable… Read More »Successful Succession and the 3 options available to you
What’s driving the sale of Financial Planning Businesses?
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to… Read More »What’s driving the sale of Financial Planning Businesses?
Million-dollar advisers at a ‘decision point’: M&A experts
Million-dollar Advisers at a “Decision Point”: M&A experts Visit Podcast Selling your business Buying a business Media 60 Seconds Video Series eBooks Financing your Business… Read More »Million-dollar advisers at a ‘decision point’: M&A experts
Podcast – The top 5 mistakes Vendors make when selling an accounting practice – Episode 196
Podcast – The Top 5 mistakes Vendors make when selling an Accounting Practice – Episode 196 In this episode, we talk to the Managing… Read More »Podcast – The top 5 mistakes Vendors make when selling an accounting practice – Episode 196
What’s driving the sale of financial planning practices?
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to… Read More »What’s driving the sale of financial planning practices?