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Transferring clients: Is buying a client book worth it?

Transferring clients: Is buying a client book worth it?

14 August 2024 | Buying
The importance of building your business as if you plan on selling it

The importance of building your business as if you plan on selling it

26 February 2024 | Selling

Entrepreneurs embark on business ventures for many different reasons, but usually they are driven by passion, innovation, or the pursuit of independence.

Selling your business as a going concern

Selling your business as a going concern

23 November 2020 | Selling

Usually when a business is sold it is a taxable supply that is subject to value added tax (“VAT”) at the standard rate of 15%.

Buying of insurance books

Buying of insurance books

12 June 2017 | Buying
quick poll
Question

Artificial intelligence (AI) large language models (LLMs) like ChatGPT, Claude, and Gemini are rapidly becoming part of the financial advice landscape. How do you view your preferred AI companion?

Answer
How to prepare your business for sale

How to prepare your business for sale

01 June 2016 | Selling
Selling of insurance books

Selling of insurance books

01 September 2015 | Selling
Selling your business or company – which option will put more money in your pocket?

Selling your business or company – which option will put more money in your pocket?

26 May 2015 | Selling
Moonstone: Products and fees structures need simplifying

Moonstone: Products and fees structures need simplifying

30 September 2013 | Buying
Human element critical to a successful broker acquisition

Human element critical to a successful broker acquisition

19 October 2011 | Buying