Whether you're launching, acquiring, or expanding a financial planning business, access to capital is often the key difference between scaling …

Deal Fatigue – The insidious culprit​ At Growth Focus, we’ve seen many deals that start with fireworks but fizzle out …

Equity vs Control Years of calling the shots and being in control can make the thought of stepping back feel …

Introduction In the world of mergers and acquisitions (M&A), particularly within the financial advice sector, transactions often carry inherent risks for …

Red Flags: Think of these as the “maybe we should talk” moments. They’re not necessarily deal killers but could be …

In the world of financial service practice sales, there is a critical moment when both buyers and sellers experience heightened …

While it’s tempting to cut corners and “figure it out later,” poor data preparation will only slow things down and …

Value and the price that can be achieved in the open market are two different things. This is something we've …

When selling a business, most owners naturally want to highlight its strengths. Growth potential, profitability, loyal customers - all the …