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Exciting Webinar Announcement: A Collaborative Endeavour with Catalyst Partners

We are thrilled to unveil our upcoming webinar, a tailored event developed in partnership with Catalyst Partners, industry leaders in merger and acquisition services for the Financial Planning and Wealth Management sectors. This webinar aims to decode the evolving landscape for buyers and sellers in the financial planning business. Scheduled for the 9th November, it will cover the following key topics:

  • Assessing the impact of rising interest rates on valuations

  • Analysing the effects of the new Consumer Duty regulations

  • Exploring the evolving criteria for buyers when acquiring firms

  • Predicting the market's outlook for the next 12 months and beyond

  • Identifying common mistakes that can diminish business value

  • Gaining insights into how minor adjustments can yield significant results

We invite you to express your interest by emailing


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