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Valuation vs. Sale Price: Why Process, Not Just Performance, Drives the Deal

Valuation vs Price: Why Process delivers optimum Sale Price

Buy-Side vs. Sell-Side Brokers: Whose Side Are They Really On?

Can You Put an Actual Value on Buyer Fit? (And Why Choice Matters More Than You Think)

The Silent Deal Killers

Not Knowing What You Want: When Uncertainty Tips the Deal in the Buyer’s Favour

Exclusivity with Your Broker: How a Focused Mandate Drives Superior Sale Outcomes

Control the Clock: How Deal Timelines Influence Price and Buyer Behaviour

A Surgeon Never Operates on Family — And That’s the Golden Rule for M&A Too

A Tale of Two Markets — Australia vs. the UK and What It Teaches Us About Deals

Two Levers: Price vs Terms — The Delicate Balance

The Promise and Peril of M&A in Financial Services

Beyond Barbecue Wisdom: Why Practice Valuation Demands More Than Hearsay

What Really Drives Practice Valuation: Lessons from Live Market Data

Why the Heads of Agreement Is the Most Critical Document Buyers and Sellers Ignore—At Their Peril

How to Maintain Deal Momentum

The Fly in the Ointment – Lead with the Problem

Actual Price Vs Business Valuation

Equity vs Control

The Importance of Good Data

Importance of Anonymity when Selling your Business

When Is the Best Time to Sell Your Financial Planning Practice?

Deal Fatigue

Red Flags & Dealbreakers

Deal Wobble Phenomena

Adviser Risk in Incentive-Laden M&A Deals

Second Installment Payments in Financial Service Transactions

Register as a Seller

Warranties in a Contract of Sale

Successful Succession and the 3 options available to you

Licensees stifling practice acquisitions over compliance concerns

Podcast – Legal Issues when Buying or Selling a Business – Episode 42

What’s driving the sale of Financial Planning Businesses?

What’s Driving the Sale of Financial Planning Businesses?

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

Succession planning will exceed sale strategies: M&A brokers

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

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

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

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

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

Podcast – The top 5 mistakes Vendors make when selling an accounting practice – Episode 196

AB Accounting and Business Article

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

The importance of good data when selling a business

What’s driving the sale of financial planning practices?

5 Key Legal Issues

Succession Workshop Video

Negotiation – Aspirations and BATNA

Red Flags & Dealbreakers

What is my Business Worth?

The right buyer

How long does it take to sell a business

Importance of anonymity when selling your business

Red Flags and Dealbreakers

Price Vs Value

What is my Business Worth ?

Testimonial Video

Mistakes Vendors Make

Podcast – How to sell my accounting Practice Episode 38

Podcast – Mistakes When Selling a Practice Episode 43

Podcast – How to Exit – Episode 67

Testimonial on Preparing Data

Testimonial and Seller Tips – Video