Build or Buy | AZ NGA

A guide to

merger + acquisition FUNDAMENTALS

Article by
Paul Barrett

Download it now

Build or buy?

That is the conundrum currently facing many financial advisers.

Do they turn to M&A to drive growth and expand their capability and capacity or do they focus on organic growth?

Our latest paper – aptly titled Build or buy – tackles this challenging question head on.

It is the second in a series on M&A fundamentals by AZ NGA, covering topics including the only valid reasons to pursue M&A; factors behind success and failure; and tips for maximising synergy benefits.

It aims to help readers determine the right growth strategy and approach for them.

Please fill out the form to get your free copy of the whitepaper:

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endless
possibilities

Our organisation

afs

ags

aspire

Blackwood

blueprint

Catalina

certe

cranage

dunsford

edge

ejm

eureka

farrow hughes

financial LP

foster

fwa

ga

gfg

miq

nestworth

pfg

precept

psk

hurwitz

kellaway

lifestyle

matthew

mp+

mtp

ontrack

ottavo

people+partners

pride

priority advisory group

RI advice

Rose partners

scm

sterling

strat one

tempus

treysta

the wealth designers

varria

vbp

wealthmed

yarra lane

What

people say about us...

The framework for growth

The transaction enabled me to take some cash off the table but the real value has been in the framework for growth and success, including quarterly board meetings and deep relationships with other business owners and CEOs.

Brett Schatto
CEO, Pride Advice, Adelaide

An exciting & certain future

I can finally focus on my career without having to worry about borrowing millions to buy someone out.

Tim Easton
Financial Adviser & Partner, Harvest Wealth, Geelong

Experience, scale and collaboration

AZ NGA has supported our future leaders to become business owners, accelerating the timeframe for this to happen.

Nigel Plowman
CEO, McKinley Plowman, Perth

Solved our succession issues

AZ NGA solved our succession issues and brought much-needed certainty and opportunity to staff and shareholders. It has injected new life and energy into the business.

Michael Furness
General Manager, Farrow Hughes Mulcahy

Clear pathway and support

For young people who are passionate about financial advice and want to be a leader in this emerging profession, AZ NGA provides a clear pathway and the support you need to get to where you want to go.

Tim Brown
Financial Adviser, Blackwood Advisory, Geelong

Support to make things happen

AZ NGA have supported us through acquisitions, mergers, demergers and restructures. They helped us reach resolutions which could have dragged on without their involvement.

Lisa McPherson
Partner and Adviser, Blackwood Advisory, SHEPPARTON

United in vision, values & purpose

With support from AZ NGA for the first time in many years, I have fresh air and a mandate to pursue growth on my terms.

Matt Tuohey
Partner and Adviser, Blackwood Advisory, Mildura

Pipedream to reality in 18 months

Buying into a financial planning business, even a small one, is expensive. AZ NGA was able to assist and support me to achieve my goal of becoming a business partner.

Tyson Heinrich
Partner and Adviser, Financial Lifestyle Partners, Melbourne