While consolidation is accelerating, Prendeville stressed that successful deals are less about headline price and more about cultural alignment, client continuity and protecting staff outcomes, with many advisers choosing to sell without exiting and remain in advice roles post-transaction.
Tune in to hear:
- Why adviser exits linked to the education deadline have been far lower than forecast.
- How rising fees and profitability are underpinning strong M&A activity, with demand from both private equity-backed groups and traditional buyer-to-buyer transactions.
- Why the bottom line price isn’t always the biggest factor.
