Below is an Example of an Interactive Dashboard. You can click on the various tables and Charts to view a filtered summary. Click Refresh to view full data summary.
Interactive Dashboard Sample 8
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What’s driving the sale of Financial Planning Businesses?
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed...
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Why Selling Your Business Externally Typically Delivers a Higher Value
“Transactions involving internal buyers—such as management or employee groups—are typically completed at a discount to market value, often in the...
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Podcast – Selling an FP Business Done Right: Kate Fellows in Conversation with Steven Fine on Acquisitions, Succession, and Costly Mistakes
What Buyers and Sellers Get Wrong: Kate Fellows Talks FP Business Sales, Succession, and Acquisitions with Steven Fine In...
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Forget BBQ Wisdom — The Practice Value Insights Tool Shows What Your Business Is Really Worth
Valuation tells you what your business might be worth. Sale price? That’s what someone is actually willing to pay. It’s...
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Committed vs Curious Sellers
When it comes time to sell, most business owners focus on headline numbers—revenue, profit margins, and client retention. But beneath...
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Valuation vs Price: Why Process delivers optimum Sale Price
Valuation tells you what your business might be worth. Sale price? That’s what someone is actually willing to pay. It’s...
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Buy-Side vs. Sell-Side Brokers: Whose Side Are They Really On?
Most people wouldn’t walk into a courtroom without a lawyer. Yet many approach M&A armed with little more than confidence...
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Can You Put an Actual Value on Buyer Fit? (And Why Choice Matters More Than You Think)
When selling a financial planning practice, the numbers tell part of the story — but not the whole story. Beyond...
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The Silent Deal Killers
Not every deal dies with a dramatic confrontation. Most fade away silently, long before the contract is drafted — and...
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Not Knowing What You Want: When Uncertainty Tips the Deal in the Buyer’s Favour
Unclear about your ideal deal outcome? You might be giving buyers the upper hand — before negotiations even begin. Growth...
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Exclusivity with Your Broker: How a Focused Mandate Drives Superior Sale Outcomes
In business sales, more brokers doesn’t mean more buyers. It means more confusion. While it may feel logical to “cast...
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