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 is not just about valuation - it starts with understanding what the owner truly wants. This article explores how personal objectives shape the right succession path and why clarity early leads to better outcomes.

Sharing financial information with your team isn’t about exposing the books. It’s about building commercial literacy, engagement, and long-term firm value. Here’s how transparency can strengthen performance today and succession outcomes tomorrow.

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

This accountant didn’t stumble into succession planning, he built for it from day one. A $1.5M business with structure, scale and a planned exit in mind.

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.

Struggling to find new advisers? Here's why developing talent from within your firm could be your smartest move yet.