While it’s tempting to cut corners and “figure it out later,” poor data preparation will only slow things down and undermine trust. Getting your data in order isn’t just a box to tick—it significantly increases your chances of a smoother sale and a higher valuation.
Deal Fatigue – The insidious culprit At Growth Focus, we’ve seen many deals that start with fireworks but fizzle out before the grand finale due
Equity vs Control Years of calling the shots and being in control can make the thought of stepping back feel daunting. Suddenly, you’re no longer
Introduction
In the world of mergers and acquisitions (M&A), particularly within the financial advice sector, transactions often carry inherent risks for advisers. A recent article highlights the complexities and challenges advisers face when incentives play a significant role in M&A agreements.
Red Flags: Think of these as the “maybe we should talk” moments. They’re not necessarily deal killers but could be signs of misalignment that need to be explored. Dont ignore them talk about them first
In the world of financial service practice sales, there is a critical moment when both buyers and sellers experience heightened emotions, often teetering between excitement and anxiety. This moment typically occurs just before a contract of sale is to be signed—when all the work, negotiations, and agreements converge into a legally binding commitment. At Growth Focus, we’ve witnessed this time and again, and we’ve coined it the “Deal Wobble.”
