Whether you’re considering selling your firm or acquiring one, this session will challenge assumptions, unpack cultural blind spots, and explore how strategic alignment matters more than headline multiples.
The session blends live negotiation exercises, practical frameworks, and real case studies to equip both buyers and sellers with the insights needed to navigate exits with confidence and clarity.
Brian Hill MSc MCSI is the leading specialist M&A adviser to the UK financial planning profession and founder of Pathfinders. With deep sector insight and a background as both adviser and owner, Brian works with sellers and buyers to craft strategic exits that preserve client care and cultural fit. He is the author of Everyone Exits, a practical guide to selling an advice business, and regularly advises on complex transactions and succession plans across the UK.
