Succession
Profile: On the acquisition trail
With consolidation firmly on the agenda in the broking sector, Ida Axling talks to seven experts in the industry on the opportunities and perils
Making a success of succession
Ataraxia’s Adam Boakes outlines some of the pitfalls of organising a smooth succession and warns brokers to take their time.
Brokerbility's Stutz and Mistry target MBO for 2024
Duo will use the next 18 months to put a five year plan in place for the succession of their broker business.
Succession planning: Consider consolidation
Consolidation can provide an elegant solution for brokers wanting a smooth transition when they sell their businesses, writes Sam Barrett
Succession planning: Find your funds
The source of funding for an acquisition or buyout will dictate what shape any prospective deal can take, writes Sam Barrett
Succession planning: Taking advice
Getting the right advice is invaluable for brokers looking to sell their business, writes Sam Barrett
Succession planning: People business
Keeping clients and staff informed is an important part of any succession plan, writes Sam Barrett
In-depth - succession planning: Selling up not selling out
Finding the right buyer is not just about getting the best price for your business
In-depth - succession planning: Buying in to buyouts
When it comes to selling up and moving on, a management buyout could ensure a brokerage’s culture survives succession
In-depth - succession planning: Beyond succession
Brokers should be able to rely on help from their insurer partners when it comes to succession planning, writes Phil Bayles
A worthy successor
Brendan Dawson, MD of Qdos Broker and Underwriting, explains why succession planning is essential if a business is to grow.