David Hesketh, group M&A manager at Perspective Financial Group, offers his tips to getting your business in order.
One suspects that the tradition of the ‘Spring Clean’ has been somewhat lost in the modern age. Long gone are the days when everyone waited the best part of six months before opening the shutters, taking all belongings outside, and dusting and beating everything to within an inch of its life. However, this time of year can provide a great opportunity for IFA practices to ‘Spring Clean’ their operation and ensure everything is as it should be. For those considering their exit strategy and options ahead of the introduction of the RDR, a ‘Spring Clean’ is also recommended given that it can ...
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