Grounded in twenty years as an adviser, firm principal, buyer and seller inside the IFA sector.
Support for IFA firm owners preparing for and executing a sale — from getting a business ready for buyer scrutiny through to negotiating deal structure and terms.
Brian has been the seller himself, and understands what a seller is really giving up in a transaction.
Support for acquirers and consolidators sourcing, assessing, and executing acquisitions in the IFA market.
Brian has overseen in excess of £650 million in acquisitions across the UK and international market, and understands what a buyer needs to see before they commit.
Valuation guidance grounded in real deal mechanics — earnout risk, deal structure, and the practical factors that drive what a firm is actually worth to a buyer, not just theoretical multiples.
Advisory for firm owners looking to scale their operations and build long-term enterprise value.
Drawn from direct experience building a business from a single adviser to over 100 staff.
The Adviser Sales Mastery Programme: a structured six-module sales training programme for IFA firms, designed to be delivered in three formats.
Ongoing one-to-one mentoring for advisers looking to develop their sales capability.
Mentoring from someone who has worked as an adviser, firm principal, buyer and seller across the market.
Get in touch and we'll work out the right starting point together.
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