Season 1: Episode 39
Duration: 35 minutes
How much is your advice business really worth, and what can you do today to increase its value?
In this episode of the @Transact Platform Podcast, @Daniel Smith, Succession Planning Manager at Transact, is joined by @Louise Jeffreys, Managing Director of @Gunner & Co, to explore the key factors that influence business valuations and what advisers should consider when planning for a future sale.
Together they discuss:
why advice firms are valued differently and how buyers assess recurring income, profitability and future growth potential
the key drivers of value, including client demographics, fee structures, intergenerational planning and organic growth
how deal structures, earn-outs and deferred consideration can impact the proceeds ultimately received
the differences between selling a client bank and selling shares in a business, and why that distinction matters
how market trends, consolidation and emerging technologies such as AI could influence future valuations.
Drawing on experience from hundreds of transactions in the financial planning profession, Louise shares practical guidance for advisers looking to understand, protect and maximise the value of their business.
Whether a sale is years away or already on the horizon, this episode offers valuable insights to help advisers make better informed succession planning decisions.
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