Partner Insights

Embarking on a buy-and-build strategy is an exciting journey for business owners, but it’s essential to tread carefully to avoid common pitfalls. This blog will explore five challenges associated with a buy-and-build strategy and discuss proactive solutions to ensure a successful and seamless implementation. Pitfall 1: Rushing the Due Diligence Process “Pitfall: Inadequate Due Diligence” …

Buy and Build Strategy: 5 Pitfalls and Proactive Solutions Read More »

Introduction: Embarking on a management buyout (MBO) can be a defining moment for both business owners and management teams. This strategic move offers the management team an opportunity to take control of the business they know so well and presents challenges that must be navigated carefully. This guide will outline ten essential steps to completing …

Navigating Success: 10 Essential Steps to Completing a Management Buyout Read More »

The role of a Finance Director (FD) extends beyond numbers; it encompasses steering the financial course of the business. Early exit planning might stir a mix of concerns and opportunities. In this blog, we’ll explore the dual nature of early exit planning from the perspective of a Finance Director – addressing concerns and maximising benefits …

Early Exit Planning for Finance Directors – Addressing Concerns and Maximizing Benefits Introduction: Read More »

Are you a family member ready to take over your family-owned business from your parents? Embarking on a family buyout journey can be both exciting and daunting. However, with careful planning and execution, you can ensure a smooth transition of ownership while preserving the business’s legacy and values. Business owners opt for family buyouts to …

10 Essential Steps for Family Members Buying Out Parents: Your Roadmap to Business Succession Read More »

In the complex world of financial services, collaboration often leads to innovative solutions that benefit clients across the board. One such collaboration that holds immense potential is the partnership between corporate finance advisors and wealth managers. Having worked for 15 years in the wealth management industry and now being heavily involved in helping business owners …

Maximising Client Value: The Synergy Between Corporate Finance Advisors and Wealth Managers Read More »

In the intricate dance of decision-making, our perceptions shape the reality we navigate. One powerful tool in this cognitive toolkit is framing—the art of presenting and interpreting information. Whether seeking personal fulfilment or navigating the complexities of exit planning in the corporate world, understanding and applying various framing techniques can be a game-changer. In this …

Mastering the Art of Framing: A Holistic Approach to Personal Growth and Exit Planning Read More »

As a parent and business owner, you’ve poured your heart and soul into building a successful enterprise. Now, as you contemplate the next chapter of your journey, a family buyout presents a unique opportunity to transition ownership of your business to the next generation while securing its legacy for years to come. Business owners choose …

Passing the Torch: A Parent’s Guide to Family Buyouts for Succession Planning Read More »

It’s easy to get caught up in the excitement of starting and running a successful business, but one critical aspect is often overlooked: exit planning. Of course, every owner dreams of achieving a prosperous exit, but many get too busy to sort out the finances. This short article will examine why you should address your …

Exiting Your Business in The Next 10 Years? When Should You Use Fractional Finance Experts? Read More »

As a family business owner, you’ve dedicated years of hard work and commitment to building a legacy. Now, you’re facing a pivotal moment: the decision to sell your family business. Navigating this complex process can be daunting, but you can confidently move forward with the right corporate finance advisor. Understanding the Role of a Corporate …

Empowering Business Owners: Choosing the Right Corporate Finance Advisor for Your Family Business Sale Read More »