28th May 2021
Thoughts occur
We consume significant amounts of background information, in order to refine our thinking and the solutions we provide for clients. Our blog is a place where we share incomplete thoughts, so please read on at your leisure, but bear in mind this is not advice.
Whatever the shape and size of your business, creating the conditions whereby everyone’s efforts are maximised towards the achievement of specific goals, is a critical occupation. It’s also incredibly challenging, particularly if you have more than one role to play in the firm. Here’s a selection of resources to help you lead your organisation forward.
28th May 2021
The M&A market is extremely busy right now. With so much activity, you might be wondering what you’re worth. Finding out can be tricky.
Read Article28th May 2021
Everything changes, but nothing changes. With so much money flowing into the financial advice market, we might be about to come full circle.
Read Article17th August 2020
When defining your client proposition, the subject of financial planning vs financial advice almost always comes up. While the majority of our clients identify with financial planning, creating a scalable proposition that can accommodate differing depths of detail, is a challenge.
Read Article14th May 2020
When facing an economic storm, you need a clear plan that maps out where you want to get to, where are you now, how you get there. Discover the 8 key principles of successful business planning and use them to build your plan.
Read Article7th May 2020
The last decade was defined by a powerful bull market. Good times. Calm waters. Hope you made the most of them. The wind is up and the chop is turning into churn. What should a business owner do when the perfect storm is on the horizon?
Read Article10th October 2019
Growth through referrals is often painfully slow. The alternative is to attempt to grow through acquisition. Funding is a critical issue and up until recently, sources of capital have been few and far between. But that's changing...
Read Article30th September 2019
Whether you are just starting the process, or actively engaged in the whirlwind that is selling or acquiring a firm, you should find something in here you can relate to.
Read Article24th July 2019
For most business owners, their business is their pension. And yet the majority rely on snippets of information that often comes from sources with conflicting agendas.
Read Article