KAN Podcast

50 - Building a Sellable Advice Business with Simon Rolland


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In this episode of the KAN Podcast, we sit down with Simon Rolland, multi-exit founder, investor, and former CEO of Aurora Financial, to talk about how advisers can turn great advice into great businesses.

We cover:

  • How to design a sellable advice business from day one
  • What advisers get wrong about being business owners
  • Finding the balance between growth and profitability
  • The playbook behind Aurora’s 22x exit
  • How to value and fund advice books without using your house as security
  • Smart deal structures including vendor finance, earn-outs, and transition plans
  • The traits of advice firms that will still be thriving in 10 years' time


If you’re serious about building a profitable, structured, and sellable advice business, this episode is for you.


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KAN PodcastBy Kiwi Adviser Network