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.

A valuation at 30 June 2027 is not compulsory. But without one, business owners may have no defensible evidence of what the business was worth at that date.

Succession planning protects the value of your business and sets you up for a smooth transition. Learn why it matters.

Thinking about selling your business? Going it alone could cost you more than money. How to stay in control with the right support.

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.