Guides for advice firm owners

The questions owners ask before they ask anything else, answered at length.

How advice firms are actually valued, what moves the multiple, and why recurring income is only half the answer.

The two structures, what each one does to your tax position and your liabilities, and how to tell which one you are actually being offered.

Internal succession, a trade sale, a consolidator, a staged handover, or carrying on: the honest trade-offs of each.

The diligence list, in the order it usually gets worked through, and what each item is really testing.

The twelve months before a sale are worth more than the negotiation. What to fix, in what order.

Novation, the letter they receive, who advises them afterwards, and what good looks like.

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