Culture, Not Consolidators, Is What Really Matters in IFA Deals
In a thought-provoking article entitled “We want a club of IFA directors who reject consolidators”, James Connor makes a compelling
In a thought-provoking article entitled “We want a club of IFA directors who reject consolidators”, James Connor makes a compelling
When selling or acquiring a financial advice firm, the importance of clear, unambiguous contract terms cannot be overstated. Yet, the
In the complex world of selling a financial advice firm, the devil is in the details. One such detail that
If you’ve had the misfortune of accidentally scanning through the FCA’s Regulatory Initiatives Grid recently, you may have felt a
The Financial Conduct Authority’s (FCA) latest “Dear CEO” letter has landed, and while it may not make for the most
You know the feeling. One minute, you’re ticking along nicely, running your financial advice firm, and the next, you’re faced
Recently, we ran a question on LifeTalk: “There’s nothing more annoying to an adviser than a client who…“ The answers
An MBO is a bit like inheriting your gran’s antique shop – you know the stock, but do you know
So, you’ve decided to sell your financial advice firm. Congratulations! You’ve navigated a maze of market volatility, weathered countless tax
If you’re thinking about selling your firm within the next 1 – 3 years, let’s have a chat. No pressure, no commitment, just an honest conversation with someone who’s been in exactly the same position as you.
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