Webinars & Events
Financial Planning M&A: The True Story RECAP
Businesses are being sold at a significant pace – but what does a real deal truly look like?
Boosting Advice Business Valuations - RECAP
Discover strategies to enhance your financial advice business's value from industry leaders at Octopus Money and Catalyst Partners in our latest webinar recap.
Octopus Group
May 8, 2025
Driving Growth and Exit Value in Your Advice Business
Our recent webinar, Unlock Millions: Transformative Strategies for Financial Advisers, brought together industry leaders and senior decision-makers to explore practical, data-driven strategies for unlocking significant value within financial advice businesses.
Based on insights from the latest Octopus Money/Catalyst Partners white paper, the session delivered actionable guidance across three core areas:
1. Identifying Hidden Costs
We explored how firms can assess their client books to identify underperforming segments. Delegates gained a clear understanding of the opportunity cost of servicing clients with lower asset values and the importance of aligning operational resources with their target market.
2. Maximising Sale Value
The session highlighted how the composition of a client base directly affects a firm’s appeal to potential buyers. Key topics included Consumer Duty compliance, cost-to-serve analysis, and strategic planning to enhance sale multiples—vital knowledge for anyone eyeing future acquisitions or exits.
3. Serving Smaller Clients More Efficiently
We also examined scalable ways to support clients with simpler needs. From technology solutions to partnership models, the focus was on maintaining profitability while delivering quality service.
Whether you’re planning a future sale, acquiring other firms, or simply looking to optimise operations, the session offered a wealth of insight.
Missed the live event? Keep an eye out for future sessions and resources to help you realise the full value of your business.
Your specialist, Julie Greenwood - Head of Adviser Distribution, Octopus Money
Julie is Head of Adviser Distribution at Octopus Money, a money advice brand for everyone. Julie spends her time working closely with financial advisers, helping them to find the best ways to serve smaller clients and bridge the advice gap.Before Julie’s passion for ensuring people can access the financial help they need drew her into Octopus Money’s waters, she was a valued member of the Octopus Investments key partnerships team, which managed its relationships with key adviser firms. Beyond Octopus, Julie has an impressive array of big-name financial services brands on her CV, including Vitality, Legal & General, Aegon and Standard Life.It’s not just the advice gap Julie’s intent on solving either: she sat on the Women in Finance Charter Board to help shape a brighter future for women in the industry.Julie is saving for a farm big enough to never say no to any dog that needs a forever home.
Your specialist Martyn Laverick - Partner, Catalyst Partners
Martyn has a wide range of experience with the financial services industry mainly focussed on the financial planning sector. He built and sold his IFA business Chartwell Investment Management early in 2000 and went on to hold senior positions in national and regional IFA financial planning firms such as Chase de Vere and Jelf Financial Planning. In addition he started as an adviser in 1986 and continued to advise up until 2005. Martyn’s broad experience across the advisory sector has seen him involved in M&A for many years. His in depth knowledge of advisory models allows him to negotiate and guide clients through the sale process avoiding many of the pitfalls people experience.