Managing for value: building a strong financial advice business-Wellington

Building a valuable financial advice business means you have a resilient business to support your clients and a strong asset. Transactions – acquisition and disposal support the long-term growth and sustainability of financial advice provider businesses. Transactions take many forms, going concerns regularly acquire and dispose of clients, business units, lines of business, have investors buy-in, bring key staff together – and split businesses up. Only a small number of our transactions are the classic market exit.

Our aim is to spend time talking with advisers about how to grow their business and manage for value – making their business more valuable by explicitly thinking about valuation in addition to the other metrics such as profit and cashflow.

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