How much is your advice business really worth, and what can you do today to increase its value?
In this episode of the Transact Platform Podcast, Daniel Smith, Succession Planning Manager at Transact, is joined by Louise Jeffreys, Managing Director of Gunner & Co, to explore the key factors that influence business valuations and what advisers should consider when planning for a future sale.
Together they discuss:
- why advice firms are valued differently and how buyers assess recurring income, profitability and future growth potential
- the key drivers of value, including client demographics, fee structures, intergenerational planning and organic growth
- how deal structures, earn-outs and deferred consideration can impact the proceeds ultimately received
- the differences between selling a client bank and selling shares in a business, and why that distinction matters
- how market trends, consolidation and emerging technologies such as AI could influence future valuations.
Drawing on experience from hundreds of transactions in the financial planning profession, Louise shares practical guidance for advisers looking to understand, protect and maximise the value of their business.
Whether a sale is years away or already on the horizon, this episode offers valuable insights to help advisers make better informed succession planning decisions.
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For more information visit our website at: https://www.transact-online.co.uk
This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own and do not represent the views of Transact. Any references to third parties do not constitute an endorsement, recommendation, or preference by Transact. Please remember that the value of investments can fall as well as rise, and tax treatment depends on individual circumstances and is subject to change.
