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Blogsfine2021-11-21T08:37:07+00:00

‘Everything is scrutinised’: M&A due diligence process triples

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Limited supply for advice M&A market: ‘It’s not the mass exodus many predicted’

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13,000 or 16,000? Industry questions adviser low-point estimate

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Million-dollar advisers at a ‘decision point’: M&A experts

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POdcast : Accounting Practice for Sale

Podcast – The top 5 mistakes Vendors make when selling an accounting practice

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AB Accounting and Business Article

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How to Sell your Advice Firm – One Path

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Recent Multiples Achieved – Accounting Practice Sales – (Updated in real time)

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Recent Multiples Achieved – Financial Planning Practice Sales – (Updated in real time)

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Adviser Voice Article – What’s driving the sale of financial planning practices: a look at the data that tells the story

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The importance of good data when selling a business

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Warranties – Checklist for Buyers when buying shares in a business

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Professional Planner Article

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Happy Holidays

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SMS Magazine

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What’s driving the sale of financial planning practices?

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Professional Planner Magazine Article – Practice Sales & Acquisition update

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5 Key Legal Issues

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Benchmarking Study Results

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Legal Series : Heads of Terms / Heads of Agreement Video

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