Practice Growth
Succession planning for Australian financial advice practices, covering transition, valuation, and ownership transfer.
The succession gap most advice firms discover at exactly the wrong moment
Australia's advice industry is consolidating fast, and buyers grow more selective by the quarter. For practice owners without a succession plan, the exit...
Ownership structures in advice firms: four scenarios for what works as firms scale
Financial planning ownership structure is one of the most consequential decisions a growing advice practice will face. These four scenarios show what gets it...
Adviser equity done right: a practical checklist for principals
A financial advisor equity partnership can lock in talent and fund succession, or it can create costly conflict. This checklist helps principals get the...
Advice firm valuation: ten non-financial factors that drive multiples
Dr. Craig West outlines the ten non-financial levers, from owner dependence to compliance history, that sophisticated buyers use to determine an advice...
The human side of succession: strategy, stewardship and staying at the table
The coming succession wave will test more than asset allocation models. It will test relationships, governance and clarity of purpose.
Boards, advisory groups and mentors: Building governance for a growing practice
For principals serious about building an advice business that outlasts them, this piece explains how boards, advisory groups and mentors can turn ad-hoc...