thinking:

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.

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

AZ NGA persevered to get a decision from shareholders and directors that had complex and competing issues making a difficult decision. They kept the pressure on us, which we needed, and they worked with us to bring about a mutually-beneficial solution for all parties.

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

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.

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.

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

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.

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.