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What’s driving the sale of Financial Planning Businesses?
September 3, 2022 | by steven
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
April 16, 2026 | by steven
“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
February 3, 2026 | by steven
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
September 25, 2025 | by steven
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
May 5, 2025 | by steven
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
April 23, 2025 | by steven
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?
April 14, 2025 | by steven
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)
April 14, 2025 | by steven
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
April 14, 2025 | by steven
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
April 14, 2025 | by steven
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
April 14, 2025 | by steven
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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