There's plenty of noise about private equity in financial planning, but it isn't the biggest risk to your firm. The real risk is losing sight of what creates value: relationships, independence, culture, client choice, people and succession. Here's what to weigh up, and the questions worth asking, before you partner with private equity.

Understanding the true value of your business is the foundation of any succession plan. Discover why early valuation matters and how it helps business owners make informed decisions about equity transitions, growth, and exit strategies.

You spend your career helping clients plan for retirement, but what about your own exit? Here’s why starting five years out gives you a stronger valuation, more control, and better outcomes.