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
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
Licensees stifling practice acquisitions over compliance concerns
Licensees stifling practice acquisitions over compliance concerns Increased compliance benchmarks imposed by the licensees of acquisitive advice firms is holding back deals according to a
Podcast – Legal Issues when Buying or Selling a Business – Episode 42
Podcast – Legal Issues when Buying or Selling a Business – Episode 42 Legal issues when buying or selling a business can cost buyers and
What’s driving the sale of Financial Planning Businesses?
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to
What’s Driving the Sale of Financial Planning Businesses?
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to
Succession planning will exceed sale strategies: M&A brokers
Succession planning will exceed sale strategies: M&A brokers Advice practice transactions are seeing a trend towards succession work to retain talent and it is expected
‘Everything is scrutinised’: M&A due diligence process triples
‘Everything is scrutinised’: M&A due diligence process triples The due diligence process a financial planning business has to undergo before a potential sale has increased
Limited supply for advice M&A market: ‘It’s not the mass exodus many predicted’
Limited Supply for Advice M&A Market Demand for advice businesses greatly outweighs supply according to experts in the advice M&A space, with relatively few
AB Accounting and Business Article
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to