In this episode of Financial Planner Life, Dan Dickinson from Titan Wealth International joins the conversation to discuss what advisers should consider before selling their business.

The discussion explores why many firms are not structured to scale or transition successfully, alongside the importance of culture, leadership, ownership structure and long-term alignment during acquisition discussions.

Dan also shares insight into the realities of selling a financial planning business, including team retention, integration into larger organisations and how advice firms are evolving towards more collaborative delivery models.

Key Discussion Points

• Why many advice firms are not built to be sold

• The realities of succession and exit planning

• Why culture and alignment matter more than valuation alone

• Team retention and leadership during acquisitions

• How larger advice groups are reshaping financial planning

• What advisers should think about before an exit event