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    What makes a successful financial planning acquisition?

    Home > News > What makes a successful financial planning acquisition?

    What does it really take to buy and sell a financial planning business? Wren Sterling’s Acquisitions Director, Henry Blunt, explores the question in a new episode of the Financial Planner Life podcast.

    Drawing on his extensive deal experience, including more than 30 acquisitions at Wren Sterling, Henry shares his perspective on what buyers really look for, the importance of people and clients beyond the headline valuation, navigating due diligence and finding the right partner for the future.

    As Wren Sterling continues to grow its national financial planning business through strategic acquisitions, the conversation offers valuable insight for business owners considering their next chapter.

    Watch the full episode below.

    Henry Blunt with Sam Oakes from Financial Planner Life

    Considering the future of your business?

    If you own a financial planning business and are thinking about your future, this is a conversation with a partner who understands both the value of your business and the legacy you’ve built.

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    Henry Blunt
    About the Author

    Henry Blunt is Wren Sterling’s Acquisitions Director. Henry joined Wren Sterling in November 2021 following eight years at Retiring IFA, where he was Managing Director for the past six years. Henry previously established and developed the Retiring Accountancy brand in the North of England. Henry is skilled in every aspect of mergers and acquisitions activity with a deep understanding of vendor motivation. He has advised acquiring parties on hundreds of deals, focusing on the long-term viability of the deal by prioritising the future treatment of clients and employees. Henry holds a BSc from Newcastle University.

    View all of Henry Blunt's articles