Since then, he’s supported dozens of successful sales across the UK advice sector – from solo practitioners to multi-adviser firms including multiple six, seven, and eight-figure transactions.
He’s acknowledged as the leading expert on M&A in the financial planning space, having quite literally written the book on it: Everyone Exits.
Known for his plainspoken insight and behind-the-scenes experience, Brian helps firm owners prepare for sale, avoid costly mistakes, and increase value – all while staying in control of the process.
This newsletter shares the practical tools, lessons, and deal-tested strategies he wishes he’d had himself, in 5 minutes or less, each week.
Having found a buyer for my business, I soon realised just how much I didn’t know what I didn’t know. The sale fell through and I’ve since read Brian’s book which covered perfectly the mistakes that I made, how my sole focus was on the exit door and the questions that I should have asked. If you’re looking to sell you need to read this book first.
A fantastic and engaging read for anyone in financial planning. Even if you’re not a business owner or looking to sell, this book offers valuable insights that can broaden your perspective and prepare you for any potential outcome.
This is exactly the kind of guide that business owners need – practical, experience-led, and completely transparent. It tackles the complexities of exiting a financial advice firm with clarity and realism. Whether you’re planning to sell now or in five years, it’s worth reading this first.L
I’ve worked at businesses that are acquirers of these firms and if buyers & sellers had read this book first then life would be so much easier for everyone concerned. It is clear and direct and helps the sellers understand what buyers are looking for and importantly why they are looking for these things. More importantly, it helps buyers understand what the soft issues are around an acquisition and moves them beyond seeing them as just a series of numbers. In some cases, they are buying a part of someone’s life. Well done.
A great introduction on this topic from Brian who is an expert in this area
Having recently gone through the Exit experience with Brian at The Exit Partnership, I can’t recommend him enough.
I had never sold a company before, so it was a whole new experience, but Brian was there every step of the way, making sure everything went smoothly and I understood what was happening.
He made sure that we got the best possible deal, and even after accepting an offer, Brian was there holding my hand, chasing solicitors, getting updates.
This is exactly the kind of guide that business owners need – practical, experience-led, and completely transparent. It tackles the complexities of exiting a financial advice firm with clarity and realism. Whether you’re planning to sell now or in five years, it’s worth reading this first.L
Having found a buyer for my business, I soon realised just how much I didn’t know what I didn’t know. The sale fell through and I’ve since read Brian’s book which covered perfectly the mistakes that I made, how my sole focus was on the exit door and the questions that I should have asked. If you’re looking to sell you need to read this book first.
A fantastic and engaging read for anyone in financial planning. Even if you’re not a business owner or looking to sell, this book offers valuable insights that can broaden your perspective and prepare you for any potential outcome.
A great introduction on this topic from Brian who is an expert in this area
Having recently gone through the Exit experience with Brian at The Exit Partnership, I can’t recommend him enough.
I had never sold a company before, so it was a whole new experience, but Brian was there every step of the way, making sure everything went smoothly and I understood what was happening.
He made sure that we got the best possible deal, and even after accepting an offer, Brian was there holding my hand, chasing solicitors, getting updates.
I’ve worked at businesses that are acquirers of these firms and if buyers & sellers had read this book first then life would be so much easier for everyone concerned. It is clear and direct and helps the sellers understand what buyers are looking for and importantly why they are looking for these things. More importantly, it helps buyers understand what the soft issues are around an acquisition and moves them beyond seeing them as just a series of numbers. In some cases, they are buying a part of someone’s life. Well done.
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