The guide to buying a financial advice business
Learn how to buy a financial advice business, assess opportunities and complete acquisitions successfully.
Articles
Explore our latest articles covering valuations, deal structures and everything you need to understand when buying or selling a financial planning business.
How to buy a client bank step by step
Learn how to buy a client bank, assess value and successfully integrate clients into your firm.
Do's and don'ts when buying a financial advice business
Learn what to do (and avoid) when acquiring a financial advice business.
Deal structures explained for financial advice acquisitions
Understand the different deal structures used in financial advice acquisitions.
Scaling a financial advice business through acquisition
Discover how to scale your financial advice business through smart acquisitions.
The guide to selling a financial advice firm
Everything you need to know about selling your financial advice firm, from valuation to completion.
Exit planning for financial advisers: when and how to start
Start planning your exit early and improve your outcome. Learn how to prepare your advice business for sale.
Choosing the right exit route for your advice business
Explore different exit routes and choose the one that fits your goals, timeline and legacy.
Sell your client bank without losing control
Learn how to sell your client bank the right way. Compare multiple buyers, protect confidentiality, and stay in control of your exit.
Negotiating the sale of your financial advice firm
Understand deal structures, earn-outs and key terms so you can negotiate the best outcome.
Do's and don'ts when selling a financial advice business
Avoid costly mistakes when selling your advice firm and improve your chances of a successful exit.
Life after selling your financial advice business
Plan what comes next after selling your business, from finances to lifestyle and future opportunities.