Brass in pocket: What do investors want?
Whether it’s for expansion or succession planning, many advisers are looking to investors for an injection of cash. But what are investors looking at when it comes to putting money into financial planning practices. Licensees are looking to invest in practices and make money from an equity share as it becomes harder to make money with licensee services. Overseas investors are seeing value in financial planning practices too – we discuss with investors what they are all looking for to find out if they are all looking at the same valuations and the same type of practices.

