EPISODE 69

Rob Stevenson on positioning yourself as a future owner of a financial planning business

In this episode Rohan speaks to Rob Stevenson founder of Kingmakers.

This episode covers everything from financing your business, positioning yourself as a future owner of a financial planning practice and valuing your business too. Everything from corporate finance, to mergers and acquisitions.

Bio

Rob has been working in financial services since 1989. He’s held pretty much every role in an advice business and in 2005 he founded Kingmakers, to help the owners of advisory firms in the UK and abroad. He has created and delivered consulting solutions to over 100 firms, continuing to advise the boards of many of those firms today. He has also taken the lead on over 230 M&A transactions, ranging in size from the purchase of modest practices as the owners retire, to complex private equity funded arrangements. Today, he helps owners make critical decisions about when to retire, how to build value into their practices and Kingmakers undertakes a broad range of projects to help firms scale up and ultimately exit.

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