Grow Up (as a business)

Brett Davidson
Brett Davidson
FP Advance

What will it take to transform your Financial Planning firm into a professional services business that will last beyond the owner(s) regardless of whether you sell, or create internal succession?

That’s the question I’m posing in this month’s webinar and it’s what I mean by growing up as a business.

Why would you want to even contemplate my question?

Because your answers will help you in so many different aspects of your business career.

For example, your answers can…

  1. Inspire you
  1. Make your life more fun
  1. Make your business more valuable if you sell and make succession easier if you don’t

The bottom line is that you can help more people if you can build a grown up business.

Join me as I explore why it’s good to grow up (as a business) and how you can do it successfully.

Learning Outcomes:

  • Learn why when you start out, your weaknesses are your weaknesses, but as your business gets larger your strengths actually become the business’s weaknesses.
  • Discover that financial planning firms are fun to own at £500,000, £1M, £2.5M and £5M of revenue, but in between those levels life is hard because you’re bigger, but not big enough to do what’s required at the next threshold.
  • Find out the four considerations for achieving a successful “growing up”.