Whilst financial planning practices are often sold on the open markets, a growing number of practices are looking to transition the practice to a younger partner. This is because it means greater continuity in service for their clients that their practice has looked after, for many years.
HNW Nexus believe the transition of a financial planning practice from one generation to another can be daunting. It can in fact lead to lower valuations and put the practice’s clients at risk of loss!
HNW Nexus has a track record of providing capital, support and guidance for existing financial practices to ensure a transition from one generation to the next is smooth, credible and reliable.