Succession 3: A Responsibility That Does Not Retire
Melo
Melo
Head of Content
Having shared their personal experiences with us in Succession Parts 1 and 2, Victoria Hicks and Cherie-Anne Baxter-Blyth join us to explore the deeper responsibility carried by everyone in the profession, and the inherent conflicts when putting a price tag on clients.
Victoria and Cherie-Anne lead us through the different approaches to transition and why the true measure of any business transfer is not the deal itself, but what happens after the ink dries.
Learning Outcomes:
- State of play in the market and human nature
- Each business that changes hands carries clients, careers and reputations with it, what true success looks like after completion
- The concept of creating a 100-year business, sole adviser and multiple adviser firms
- The importance of communication
- Why some acquired teams leave and build their own firms
- Why clients stay?
- What good looks like beyond valuation multiples
- Being personally ready for Your Great Business Transfer
- Creating true peace of mind for all those involved
- How our collective actions will ultimately strengthen the profession.
Check out all the webinars in this series
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Succession 1: I Watched the Soul Get Ripped Out of My Business
Victoria Hicks scaled her own financial planning firm and exited it in 2019. Victoria’s sale went wrong; for her, her team & and her clients.Register Here
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Succession 2: My Decade Long Successful Exit Plan
Clients invest more with us, than just assets. They invest their families’ futures, their life hopes and goals, their vulnerabilities and their long-term trust. Values are aligned.Register Here
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Succession 4: Don’t Blow It At The Finish Line
If you’re thinking about selling your business, there’s something you need to understand: the moment you sell, the rules change. And not in your favour.Register Here
