In this episode, we’re joined by Brian Hill, founder of Pathfinders and author of Everyone Exits: You’re Either Bought Out, Pushed Out, or Wheeled Out®
Brian shares what really happens when financial planning firms go to market and why many advisers are not prepared to sell. We explore valuation, buyer behaviour, and the most common mistakes that reduce deal value.
The conversation covers the gap between confidence and competence, the impact of unprofitable client segments, and why exit planning should start far earlier than most firms expect.
A must-listen for advisers thinking about succession, growth, or selling their business.
Adviser 3.0: The Podcast