selling

Financial planning

‘Less alignment, more implications’: What to consider prior to M&A

With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment...

Financial planning

Younger advised clients sitting top of buyers’ wishlist

Financial advice businesses with a younger, wealthier client base are enjoying higher valuations and increased attention from potential buyers than those with older clien...

Financial planning

The cost of death on advice practices

With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...

Financial planning

Cash is king for practice buyers

Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact....

Financial planning

Selling price of planning businesses increases

The selling price of financial planning businesses has increased for the first time in 13 years with demand for older clients and complete licensee groups of 50 to 200 au...

Features

Assessing the value of your financial planning firm

As some advisers look to sell their firms in light of the Royal Commission, Tizzy Vigilante explores what factors potential buyers will be looking for in your business...