In this episode I speak to Damien about the acquisition his
firm made in 2016.
We discuss the challenges he faced and overcame, what went well
and what he would do differently next time.
We hear how the deal was valued and funded and how an SPA can
be amended afterwards, to reflect the real world.
About the Podcast
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.