Realise your ambition

Our sessions with Rob were invaluable in providing the framework for us to step outside the day-to-day operations and really THINK about what our future holds. We set goals we could reach and had a clear path for achieving them. Without Rob's help, we definitely wouldn't be pushing forward as we are now.

We’ve been referring firms to Kingmakers for several years now. Rob’s knowledge, experience and skill set provide our clients with high quality assistance in areas like succession planning, valuations, deal structuring and financial forecasting. Ultimately, if Kingmakers is involved then we have more comfort in the transactions!

We have worked with Rob on a number of important strategic projects going right back to the inception of our firm. He's always brought deep insight, vast industry experience - as well as ruthless candour and a wicked sense of humour! Rob is a pleasure to work with and ambitious business leaders and entrepreneurs would do well to speak with him about their plans and ideas.

We’ve worked with Rob for over 5 years and he’s been instrumental in our transformation from a long-established financial planning practice, to an organisation fit for the future.

With the ESP model, we have a road map that enables us to explore not just ‘What if’ but critically ‘When if’ too. We would recommend Rob to any firm that wants to change for the better.

My previous firm Nucleus collaborated with Kingmakers on a number of occasions, with Rob speaking at our events and the publication of thought leadership white papers and articles.

Rob’s knowledge on successful succession planning and M&A is top class. His energetic, engaging and insightful style makes complex topics very accessible.

Rob is a true professional, he challenges business thinking to deliver clarity, structure and discipline. The knowledge he passes over, due to his experience, stays with you long after his work is done.

The first time I heard Rob speak I was drawn to his plain speaking, no BS approach and thought that “this is someone I need to engage with”. He helped us to build a model for growth but also ultimately helped me to decide that it was the wrong approach for me and what I needed to do to be happier.

Business Consultant, Life Coach and all round great guy! That's how I would describe Rob.

Rob has been a big help over the years in respect of our strategic planning and acquisitions. I believe Rob occupies a unique space given his skill set, experience and perspective and for those with a growth mindset, a project they want to execute and a preference for the unvarnished truth, he can be an invaluable partner.

I’ve personally known Rob for many years and he’s worked with Brooks Macdonald on a number of occasions, notably participating in our Adviser Academy in 2017. Kingmakers services can undoubtedly be of value to advice firms looking to grow and build business value.

Rob helped support the management team at First Wealth prior to us becoming a Limited firm in 2018. He was able to share his previous experience of this with other companies and was able to give us food for thought, especially when it came to how we could grow the business into the future.

When Raymond James wealth managers are considering succession planning or an acquisition, we recommend they hire Kingmakers to advise on business valuations and the structuring of transactions. Rob Stevenson’s expertise, alongside the financial assistance Raymond James can provide to our branch principals to help finance these transactions, are vital to achieve a successful outcome.

We knew we had the potential to be a great business. A hands-on consultancy with both insight and understanding of our world, Kingmakers were instrumental in taking us there, helping us articulate our vision internally and externally and build the platform we needed to fulfil our potential.