What makes a financial planning business valuable?

And more importantly, what makes it sellable?

In Part 2, Gaynor Rigby and Vicky go behind the scenes of more than 100 financial planning transactions to explain what buyers are really looking for, why some firms struggle to sell, and how owners can maximise the value of their business.

We discuss:

• How financial planning firms are valued • Why profit matters more than revenue • The data every firm should be tracking • Common mistakes sellers make • What buyers really want • Succession planning and exit readiness • Why culture and people can impact value

Whether you're planning to exit next year or in the next decade, this episode is packed with practical lessons for building a stronger business.