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Listen "58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson"
Episode Synopsis
Is your firm missing the real advisory opportunity behind M&A?
In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions.
In this episode, you’ll be able to:
• Understand why mid-sized firms struggle to evolve—and what to do about it
• Recognize the signs when a client might be ready to sell their book
• Learn how to shift conversations from compliance to true advisory
• Discover the power of niche focus in driving long-term value
• Know who to call when you don’t have the answers
Whether you’re navigating M&A internally or helping clients do the same, this is a conversation you won’t want to miss!
#BusinessBeyondBorders #MergersAndAcquisitions #ClientAdvisory #CPAInsights #SuccessionPlanning
In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions.
In this episode, you’ll be able to:
• Understand why mid-sized firms struggle to evolve—and what to do about it
• Recognize the signs when a client might be ready to sell their book
• Learn how to shift conversations from compliance to true advisory
• Discover the power of niche focus in driving long-term value
• Know who to call when you don’t have the answers
Whether you’re navigating M&A internally or helping clients do the same, this is a conversation you won’t want to miss!
#BusinessBeyondBorders #MergersAndAcquisitions #ClientAdvisory #CPAInsights #SuccessionPlanning
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