Enabling financial advisory businesses to remain in the hands of those who serve their clients

Get in touchWhy succession

We invest in financial advice businesses, helping them grow, aiding with the succession of owners and supporting next generation leaders into ownership.

Financial Advisory business owners have limited options when it comes to succession, often having to sell their business to banks, corporates or large dealer groups. This can have a serious impact on clients, staff and stakeholders of the business.

Broadleaf was inspired by the stories of financial advisory firms who had come to regret the way they exited their companies and who had felt limited by the options available to them upon their succession. Without an alternate path available, we set out to create one.

The Broadleaf model focusses on investing in financial advisory firms and partnering with them for the long term. We support them to build value and resilience and work with them to execute a customised succession plan with a symbiotic balance of clients, owners, employees and investors interests. 


Succession that builds on your vision

Broadleaf invests in high-quality Financial Advisory firms from existing owners whose values align with ours. Succession with Broadleaf is unique and here is how:

Customised, multi-stakeholder succession

We support owners to customise a unique exit pathway. This may include continued ownership, mentoring, consulting, directorship or a complete exit.

Furthering your growth

Broadleaf will help the business owner further grow and build a stronger business. Your business will leverage the collective wisdom of the Broadleaf community and partners. 

Continued development and support
We continue to leverage the experience and wisdom of incumbent owners and leaders through mentorship, consulting, directorship and continued direct investment so that your business can keep reaching goals.

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.

Are you ready to consider the next step?

It all starts with a discussion.

“We have undergone the most significant ownership transformation in our history, thanks to Broadleaf.”

Ashleigh WatsonPartner, Gilkison Group