Transaction

  • shutterstock_170936840_SML
    Permalink Gallery

    Free 30 minute webinar – Advice Practice Valuations Vale Valuations? Or New Normal?

Free 30 minute webinar – Advice Practice Valuations Vale Valuations? Or New Normal?

June 12, 12.30pm AET – Register below
At T&C we are privileged to be founding members of the Advice Leaders Forum (ALF).  The ALF has recently published results from its Business Insights Survey and talked about succession.  Now it’s time for T&C to talk practice valuations – real and contemporary valuations – not […]

These boots are made for walking

In our September 2013 blog, we touched on the issue of practice valuations.  Our message was simple.  If you want to have half a chance of selling your practice at historical valuations, then give buyers want they want.

That mantra rings louder today, and not for the reasons most pundits […]

Much More Than Just a Sales Call

In our first blog, “Forget the F-word”, we touched on the D-words that are having profound effects on all industries, especially financial services and wealth management.  We itemised the D-words as:

Democratisation of content
Digitalisation of delivery
Disintermediation of the value chain.

At T&C, we also identified a fourth, emerging dynamic – Disaggregation.  […]