Cultural fit: Facilitating acquisition deals for lasting success

Cultural alignment and flexibility improves retention

clock • 4 min read

Roger Brosch explains why opting to work with a ‘facilitator’ when selling your business is best for advisers, their clients and their team

Consolidation in the financial advisory sector is a fact of life. While we can acknowledge its inevitability, we need not, and should not, embrace the type of consolidation that ultimately results in simply carving out the client book. Such an approach lacks due consideration for the years, if not decades, of dedicated relationship building that has taken place. This is why I would like to make the case for prioritising the importance of cultural fit. To ensure better outcomes - for clients, for the advisers and staff of both businesses and ultimately for the acquiring business - cu...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Wise Investment employee takes on the Great Wall of China for charity

Feel Good Friday: Wise Investment employee takes on the Great Wall of China for charity

Raising funds for Katherine House Hospice

Professional Adviser
clock 13 March 2026 • 1 min read
Directly authorised numbers fall as networks continue to attract advisers

Directly authorised numbers fall as networks continue to attract advisers

‘The DA market is shrinking’

Isabel Baxter
clock 12 March 2026 • 3 min read
Almost half of clients report increase in advice fees

Almost half of clients report increase in advice fees

One of five advisers plan to increase initial fees in next 12 months

Isabel Baxter
clock 12 March 2026 • 2 min read