We provide an exit pathway for owners of Financial Advisory firms to preserve the integrity built over many years of exceptional service to their clients.
Broadleaf was inspired by the all-too-many peers who had come to regret the way they exited their companies. We thought there must be an alternate path and set out to create one. The alternative needed to solve two problems:
- Financial Advisory owners with limited exit options being forced into the arms of banks, corporates or large dealer groups
- Younger advisers wanting to become owners, but not yet having the resources.
The Broadleaf model focuses on acquiring financial advisory firms with aligned values, and helps facilitate the transition from the incumbent owners to younger advisers who don’t yet have the capital to buy out their bosses. And in the process aims to help drive the rise of independent unconflicted advice in the industry.
Clients deserve to be able to trust high quality providers independent of product sales and we’re passionate about doing everything we can to make this happen.
SUCCESSION WITH BROADLEAF
Succession that builds on your vision whilst adding value
Continued Growth and Value
When you begin a journey with Broadleaf, you and your business leverage the collective wisdom of Broadleaf’s community of owners and industry veterans. Sharing best practices and together aiming to build on your legacy of quality, integrity and trust.
Broadleaf builds resilience by utilising an operating system that enables future succession and business resilience through improved systemisation, processes and knowledge management.
Wanting the best outcomes for all stakeholders involved in your business can be a concern when considering succession. Broadleaf looks to balance the interests of owners, investors, advisors, employees and clients to provide a successful outcome for all.
The Broadleaf Process
Partnering long term for an optimal transition
“How can we work together to help make the financial planning industry stronger & more equipped for Australia’s future?”
The market for financial planning services is forecast to grow but the pool of qualified advisers is shrinking due to increased regulatory standards. How can we continue to support the financial planning industry so we can all grow as one and give back to our communities.
Broadleaf resources to help
you plan your succession:
Mapping your succession path
Identify what it is you want from your succession using the Broadleaf questionnaire developed for financial planning business owners and founders.
Business Resilience Assessment
This resource helps you determine the resilience of your business as it currently stands.