acquisition
Is Acquisition – or Merger – Worth It?
December 2, 2025Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy. Generally there appears to be 5 main reasons that advisers…
5 Things You Need To Do Before Buying A Practice
February 2, 2024For many advisers buying another practice or book of clients will be a serious growth strategy to be considered. It is a primary strategy for attaining scale and a viable (and relatively predictable) revenue stream…