Category Archives: Strategy

Conferences & Shiny New Things

So, you’ve just been to an inspirational 2-day conference full of thought provoking presentations, great ideas and inspirational stories, and quite frankly you’re feeling a little like young Jared here… Now fast forward 3 months; Christmas has come and gone, … Continue reading

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Succession is a growth strategy

When you set a business up, succession is probably the last thing you think about. The first few years are spent in survival mode, then if you’ve made it that far, you get to drag your teenage business through the dark … Continue reading

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Integration

There are many reasons why a growing business might consider an acquisition strategy; challenges to organic growth, tough competition, high costs, low valuations and so on. Whatever the reason, there are 3 main keys to success; fit, price paid vs … Continue reading

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The EV Formula

Wouldn’t it be great if there was a simple formula that codified the development of enterprise value for service businesses? Well, here it is, The EV Formula… V is for Viability It should go without saying that any business must … Continue reading

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Valuing IFA Businesses

I must admit, I’m writing this blog as much for my own benefit as yours. I get more requests to ‘pick my brains’ about how to value IFA businesses, than almost any other subject. So, to avoid the contents of … Continue reading

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Wealth Management in 2020

Here’s a short Prezi discussing the state of Wealth Management in 2020. http://prezi.com/fhhajpuppj8a/wealth-management-in-2020/?kw=view-fhhajpuppj8a&rc=ref-14759939

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Business Model Canvas – Your Holiday Planning Sorted

There’s a popular miss-conception that holidays are an opportunity to switch off, relax and unwind. If you own a business then chances are you will be unable to switch off completely. Even if you have sufficient discipline to avoid calling the … Continue reading

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Show Me The Moneeeeeyyyyyy

Lot’s of chatter about vertically integrated firms this week. To explain and as per my tweet to @petematthew yesterday – in simple terms, you grow the wheat, make the bread and own the shop… Bit like an insurance company 20 years ago. … Continue reading

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Back to the Future…

I wrote the entry in italics below 5 years ago in response to an article on a certain magazine’s website. That was back when the conversation on their boards was grown-up and purposeful – so a long time ago! Anyway, I … Continue reading

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Goodwill Hunting

In just a few weeks, the FSA’s confirmation of the application of customer agreed remuneration or CAR to existing contracts has fundamentally changed the way many IFA firms are valued and purchased. You so much as look in the direction … Continue reading

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