Let us Help You to Make Your Business as Fit as A Fiddle

In a previous Adviser Update you will have seen us comment that in our experience “…an organised business will be able to command a higher valuation.”.

You may not be considering selling your business in the short term. But is it in the back of your mind? We believe we can help your business command a higher value by performing a simple and free review with our team of business consultants. These business consultants are our (and your) ASMs.

It may surprise you to know that ASMs conduct these free reviews everyday with adviser firms all around the country – helping them to add value to their businesses. Some examples of what buyers are looking for are “…segmenting your clients, standardising fee structures and making sure all back-office data is up to date”.

ASMs can identify some of the key measures that buyers are looking for and whether your business is reaching these targets. Even if you never want to sell your business, or it’s not your business to sell, our ASMs can help your business run as efficiently as possible using the Transact platform. Allow us to help make your business as fit as a fiddle.

1. Introduction
2. Transact Online (TOL) – Recent Enhancements
3. The Year of the Transfer
4. Consumer Duty & Cash Interest
5. How to Make Your Business as Fit as a Fiddle
6. Share Class Conversion
7. Transact- BlackRock MPS Update
8. Adviser Succession Planning
9. Strategy Changes for Pension Planning Following the Budget
10. Fund Changes
11. Interest on Cash Deposits
12. Transact Events 2023