Supercharge your Financial Planning business ready for sale – Henry Blunt, Acquisitions Director at Wren Sterling

This weeks guest is Henry Blunt, Acquisitions Director at Wren Sterling. Henry and I are former colleagues, when we first met Henry was studying Biology at Newcastle uni and naturally this correlated nicely with acting as a broker for Financial Planning businesses.

He forged his career at Retiring IFA and contributed to the business starting to deal with more complex succession planning solutions for Financial Planning business.

After 8 years brokering deals he joined Wren Sterling as Director of Acquisitions. What Henry has done in his three years there is beyond impressive. The business has accumulated another £3bn in AUM and their profits have grown by over 50%.

Join us as Henry gives an account of what you need to do to get your business ready for sale and also tips for smaller businesses on what to do when acquiring as well as the general state of play in the marketplace as a whole.