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The importance of good data when selling a business

Testimonial Video – Barbara Behan

Barbara Behan Tips

Testimonial on Attracting Buyers

Testimonial Video

Testimonial – Cliff’s Full Story

Testimonial on Preparing Data

Testimonial from a buyers perspective

Testimonial Video

Testimonial and Seller Tips – Video

Growth Focus Testimonial Accounting Practice Sale

Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198

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

Top 5 Ways to exit a Financial Services Business

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

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

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

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

Preparing your business for sale

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

Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198

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

Podcast – How to sell my accounting Practice Episode 38

Podcast – Mistakes When Selling a Practice Episode 43

Podcast – How to Exit – Episode 67

Licensees stifling practice acquisitions over compliance concerns

Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198

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

What’s Driving the Sale of Financial Planning Businesses?

Succession planning will exceed sale strategies: M&A brokers

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

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

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

What’s driving the sale of financial planning practices?

Succession Workshop Video

Podcast – Mistakes When Selling a Practice Episode 43

Podcast – How to Exit – Episode 67

Warranties – Checklist

Restraint Clause Video

Warranties Video

Due Diligence Timeframes

Deal Drivers

Protecting your information

Share vs Asset Sale

Due Diligence

Restraint of Trade vs Restrictive Covenants

Earn Outs and Deferred Payments

Clawbacks

Where are Deals Won and Lost

Other Ways for Sellers to Protect Themselves

Seller Warranties

Purchase Agreement Considerations

Due Diligence on Buyers

Retention Clause Video

Choosing the right Lawyer Video

What should the contract of Sale include ?

What is my Business Worth ?

Top 5 Ways to exit a Financial Services Business

5 Key Legal Issues

Mistakes Vendors Make

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

Warranties – Checklist

What’s driving the sale of financial planning practices?

The importance of good data when selling a business

Red Flags & Dealbreakers

What is my Business Worth?

The right buyer

How long does it take to sell a business

Preparing your business for sale

Importance of anonymity when selling your business

Red Flags and Dealbreakers

Price Vs Value

What is my Business Worth ?

Buying a Practice – What Are Lenders Looking For?

Tips from a Succesful Seller