Owner’s Guide to Selling
Your Financial Planning Firm

Selling your business is a once-in-a-lifetime decision. Without the right knowledge, you risk undervaluing (or overvaluing) what you’ve built, choosing the wrong buyer, or realising too late you’ve agreed to the wrong deal.

This guide walks you through the entire process, from planning your exit to maximising your firm’s value and navigating legal, financial, and regulatory hurdles.