Solutions

We knew that taking the next step in our business development would need more management resource than we had internally but did not warrant increasing the management head count. Working with Rob and his team has needed a lot of input from us, but it’s been an incredibly valuable exercise and we look forward to working even more closely with Kingmakers over the coming years.

We first got in touch with Rob several years ago, when we made the decision to transition from a lifestyle business to an enterprise. Rob’s help in plotting a course to do that, helping with the creation and implementation of our business plan and – perhaps most importantly – holding us to account, was invaluable in getting us from where we were to where we wanted to be.

The processes and disciplines Rob taught us have stayed with us, giving our business a strong structural base on which we continue to build. I’m sure we wouldn’t have got to where we are today without Rob’s help and guidance.

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 candor 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.

Kingmakers came into our business life at a significant point, we needed help identifying the strategy for the next phase of our development. Rob has the expertise and experience to not only advise but also to challenge, even the most headstrong business owner, and without Kingmakers support we would not have tackled the regulatory or commercial challenges as effectively.

5 years on, we still refer to the advice given by Kingmakers, and continue to challenge the direction and delivery of our proposition, in an ever-evolving industry.

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.

Nucleus have 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.
We are looking forward to working with Kingmakers again in the future.

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 skillset, 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.

Rob’s input has been invaluable in helping us to understand not only the strengths in our business but far more importantly the weaknesses. It was an eye opener and very good dose of realism.

If you are genuinely keen to grow your business then employ someone who has helped people to do it many times before, this will save you time, money and many a trip down a blind alley.

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 fulfill our potential.

Kingmakers has helped strengthen our own proposition in the Adviser M&A space. Rob's in-depth knowledge, impartiality and candidacy have proved invaluable in our work with Advisers, including those that go on to work with Kingmakers directly - who only ever give us positive feedback