Presentations and blog.
Peter’s presentations and articles on succession planning, and on buying and selling a financial planning business.
Presentations
Tips and traps in buying and selling a planning businessPeter's talk outline from the FPA Western Sydney Chapter breakfast, for buyers and sellers.
Buying or selling a business, the same rules applyFunding, cultural fit, due diligence, lawyers and integration: lessons from real transactions.
Do you have an exit strategy?Six questions to answer before you can call your succession plan finished.
Planning my exit strategyProfit, legal structure, staff, tax and control: the five things to settle well before you plan to leave.
Will your people survive the sale of your business?Why the soft issues around staff decide whether a sale really succeeds, with four questions to ask yourself.
Blog
Succession planning also involves your staffYour key staff may plan to keep working long after you retire. A good succession plan has to work for them too.
The need for a succession strategyWhy exit planning should start three to five years out, and how buyers and banks were starting to value advice businesses on profit.
Tough times need tough decisionsCertainty is what principals want from a succession plan. Equity for key staff is one of the surest ways to get it.
Who will survive the sale of your business?A buyer offered above-market multiples, on one condition. The principal said no.