Insights & tools
Practical thinking for the decisions behind a wealth or advice business. Read an insight, work through a checklist, or use the questions to start a conversation.
Separate your personal ambitions from the work needed to make the firm less dependent on you. A practical starting point for owners considering succession, a sale or a gradual step back.
Read the insightA practical way to understand the choices your firm offers, decide what each one is for and identify where a simpler approach could help.
Read the insightBefore adding another system or more people, look closely at how work moves through the firm and where it becomes difficult to finish.
Read the insightBring client needs, service commitments, delivery effort and pricing into one conversation before deciding where the firm should grow.
Read the insightPractical tools
Twelve questions for advice-firm owners preparing to step back, develop a successor or explore a future sale.
Use the checklistNine questions to help your team identify unclear handovers, repeated work and opportunities to improve capacity.
Use the checklistNine questions to help you examine the structure, delivery and oversight of your firm's investment proposition.
Use the checklistNine questions to help an acquiring firm identify integration decisions, dependencies and responsibilities before delivery begins.
Use the checklistYour next step
Bring the questions these ideas raise for your firm. We can help you work through what deserves attention next.