Cultural fit: Facilitating acquisition deals for lasting success

Cultural alignment and flexibility improves retention

clock • 4 min read

Roger Brosch explains why opting to work with a ‘facilitator’ when selling your business is best for advisers, their clients and their team

Consolidation in the financial advisory sector is a fact of life. While we can acknowledge its inevitability, we need not, and should not, embrace the type of consolidation that ultimately results in simply carving out the client book. Such an approach lacks due consideration for the years, if not decades, of dedicated relationship building that has taken place. This is why I would like to make the case for prioritising the importance of cultural fit. To ensure better outcomes - for clients, for the advisers and staff of both businesses and ultimately for the acquiring business - cu...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits

Isabel Baxter
clock 17 April 2025 • 6 min read
UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read