Reaping Rewards

Advisers who develop well-managed businesses with a clear proposition and stable revenue streams are potentially building a highly valuable asset for themselves. In our new report, we have looked to determine how advisers can optimise that value by:

• Assessing how advisory firms are being valued by drawing from exclusive analysis into recent Mergers and Acquisitions activity by Ernst & Young, one of the world's biggest professional services firms;
• Outlining the attributes that have characterised those advisory businesses that have achieved a premium valuation in the market;
• Considering how an exit from an advisory business needs to be handled to ensure the projected value is realised successfully.

The attributes that make a business more attractive to acquirers are also those that make it more able to withstand tough market conditions. Whether you are an IFA looking to exit the advisory sector or you simply want to manage your business better, we hope you find this report of interest and practical value.