Succession that builds on your vision whilst adding value

After many years of hard work, owners of successful Financial Advisory firms are left with few options when it comes to effective succession. The most common succession options often strip away the characteristics, values and goodwill built up over many years of high-quality service.

Not anymore …. 

Customise your Succession

Choose your ideal pathway 

When looking for a partner to acquire a majority stake in your business, the transition options may not be what you want. Broadleaf enables you to customise your succession plan – meaning you can choose your ideal pathway which may include continued ownership, mentoring, consulting, directorship or a complete exit.

Broadleaf’s succession method offers customised options for current owners and enables exceptional outcomes for all.

Owners, advisers, employees and clients benefit from the unique Broadleaf succession method that preserves the characteristics and values of your firm by combining current owner experience with well supported future leadership.

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.

Increase resilience

Broadleaf builds resilience by utilising an operating system that enables future succession and business resilience through improved systemisation, processes and knowledge management.

Multi-Stakeholder Succession

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.

Broadleaf’s succession method offers customised options for current owners and enables exceptional outcomes for all.

Owners, advisers, employees and clients benefit from the unique Broadleaf succession method that preserves the characteristics and values of your firm by combining current owner experience with well supported future leadership.

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.

Increase resilience

Broadleaf builds resilience by utilising an operating system that enables future succession and business resilience through improved systemisation, processes and knowledge management.

Success for all Stakeholders

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.

RESOURCES

“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.

Explore our resources

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.