Your figure is a starting point
Would you like it to be bigger before you sell, or just to know how much bigger it could get?
A conversation is the first step, and not being in a rush is fine.
What usually holds advice firms back
What Nick sees most often is people, however good the firm looks from the outside.
Many owners built their firm because they were great advisers.
Running a business came later, often without meaning to.
You can get a long way with just you and a little admin support. Plenty of successful firms work that way.
Then you take on two or three advisers, some junior, some experienced and set in their ways.
Managing people becomes the job.
The next step is often an operations director who knows the sector, its language and its rules.
They run the business while you stay the adviser principal. For many owners that's a big step.
How it works
A free 30-minute conversation
You talk to Nick about your figure, what you want from the firm and by when, and where you could go next.
It's free, and nothing further is expected.
If it's worth going further
Nick builds a plan with you.
If you want to, a programme then puts it into practice over time, with Nick alongside you and paid monthly.
The plan on its own is also possible. Which fits is agreed with you after the conversation.
Who you'll speak to
Nick Hunt
Strategic growth adviser
Nick spent more than 15 years at a FTSE 100 company, working across strategy, proposition, investment and risk.
Most recently he was Director of Strategy & Proposition. He has also served as a Director of Risk & Compliance.
He is a qualified investment professional and has held executive and non-executive director roles.
Today he coaches business owners on growing their business.
In his experience the people side is almost always the biggest challenge.
Questions
What does it cost?
The conversation is free. Anything after it is agreed with you first, and can be paid monthly.
Do I have to be selling?
No. Many owners simply want to know how much bigger their firm could get.
What if I want to sell later?
That's fine. When the time comes, the free calculator gives you a figure.
Your report then lets you ask Martin for a call about a confirmed price.
Your options when you sell sets out the routes side by side.
Who sees my details?
Martin reads every request first.
If you ask for a conversation with Nick, we share your details, answers and figures with him for that purpose only.
Our privacy notice has the detail.
Ask for your conversation
Tell us when suits you and Martin will arrange it with Nick.