Democracy may be alive and well in Joe Biden’s America but there’s no room for democratic principles like equality when it comes to mergers and acquisitions. Success requires a dominant home-base to take control, AZ NGA's Paul Barrett writes.
Paul BarrettDecember 15, 2020
Buyers paying 2.5 times recurring revenue for a client book in 2020 are probably getting a raw deal, unless their EBIT margin is greater than 35 per cent. In part one of a three part series, Paul Barrett cautions buyers to get real about synergies benefits to avoid overpaying.
Paul BarrettOctober 29, 2020
Sellers of financial planning practices should take time to understand each source of capital, because ALL capital comes with strings attached - writes Paul Barrett.
Paul BarrettJune 15, 2020