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Importance of Anonymity when Selling your Business
When it comes to selling your business, keeping things under wraps can be a strategic necessity. Anonymity safeguards your company’s value, prevents unnecessary chaos, and ensures you’re in control. Let’s dive into the why, how, and who of staying incognito while you work toward achieving your optimum outcome
When Is the Best Time to Sell Your Financial Planning Practice?
When it comes to selling your financial planning practice, it’s not about chasing the market. The best time to sell isn’t dictated by market highs or external conditions – it’s about you. Surprisingly, the ideal time to sell is when you don’t need to. Why? Because selling from a position of strength allows you to plan, negotiate, and execute the sale on your terms. Let’s explore why this approach leads to better outcomes and how you can prepare for the most rewarding exit.
Deal Fatigue
At Growth Focus, we’ve seen many deals that start with fireworks but fizzle out before the grand finale due to an insidious culprit: Deal Fatigue. It’s that feeling when the journey becomes so long, convoluted, and draining that both parties are ready to throw in the towel. Think of it as a marathon where, halfway through, you’re questioning your life choices and wondering why you didn’t just Uber to the finish line. In the world of financial service practice sales, it’s all too common—and entirely avoidable with the right perspective.
Red Flags & Dealbreakers
Here’s the thing: spotting red flags and deal breakers isn’t about assuming the worst in others. It’s about knowing yourself. What do you really want in this deal? What are your non-negotiables? And what’s worth working through?
Deal Wobble Phenomena
Growth Focus has noticed a phenomena in Financial Service Practice sales just before a contract of sale is to be signed. We call this the Deal Wobble.
Adviser Risk in Incentive-Laden M&A Deals
Risks in Second Installment Payments Insights from Growth Focus 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.
Second Installment Payments in Financial Service Transactions
Performance Based Second Installment Payments Insights from Growth Focus At Growth Focus, we recognize there are two common approaches to structuring performance-based second installment payments in business transactions: one based on EBIT (Earnings Before Interest and Taxes) and the other on revenue or recurring revenue. While both methods have
Register as a Seller
Considering Selling Your Business ? Thinking about a potential sale now or in the future? At Growth Focus, we offer:
Complete Confidentiality, Personalized guidance and Tailored options
Explore the various approaches
Register as a Seller today and take the first step toward understanding your options and strategies that suit your goals. Start with a conversation.
Financial Planning Buyers Preference Survey Data
What we have noticed over the years is the actions and approaches that make some buyers more successful in completing an acquistion
Webinar : Latest Research : Factors that influence practice value
Latest Data gathered from over 500 Australian Buyers and actual completed transactions. The key value drivers and their influence on value (some will surprise you)
Learn which factors contribute to higher multiples
Webinar : How to Sell your Accounting Practice
Discuss strategies with our experts and gain insights that will empower you to maximize your results and achieve a seamless transition. Be it now, or if you are considering selling in the future, this webinar is a must-attend event.
Don’t miss this extraordinary opportunity to gain valuable insights from industry experts who have mastered the art of selling accounting businesses. Register now and secure your place. Your profile will be anonymous with no other attendee being able to view your attendance
Webinar : How to Sell your Financial Planning Practice
Discuss strategies with our experts and gain insights that will empower you to maximize your results and achieve a seamless transition. Be it now, or if you are considering selling in the future, this webinar is a must-attend event.
Don’t miss this extraordinary opportunity to gain valuable insights from industry experts who have mastered the art of selling financial planning businesses. Register now and secure your place. Your profile will be anonymous with no other attendee being able to view your attendance
Settled regulatory landscape boosts M&A confidence
Settled regulatory landscape boosts M&A confidence The adviser M&A market has picked up over the past year with demand for practices way outstripping supply. Steve Prendeville, founder and director of Forte Asset Solutions, says he currently has a minimum of 30 genuine buyers for every asset for sale in metropolitan
Benefits of Combining Accounting with Financial Planning
Benefits of combining Accounting with Financial Planning Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business. Research from HUB24 previously highlighted that high-net-worth individuals (HNWIs) are seeking to use a financial adviser as part of a professional
Register as a Buyer Stay Ahead of the Game – Because FOMO is Real Imagine walking into a store, but instead of grabbing random items off the shelf, you get notified exactly when that cool new gadget goes on sale or when your favorite flavor is back in stock.
