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Access To Liquidity
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Access To Liquidity
As your business partner and having helped you to grow, improve and optimise your business – why wouldn’t we want to invest for the long term.
One of the challenges facing financial services business owners is the lack of liquidity.
There are two layers to this.
The first is that liquidity for financial planning firms is historically binary – an all or nothing proposition.Buyer of Last Resort offers are often built on the premise of retirement or exit from the industry.
The second layer is that the opportunity for liquidity is often one dimensional – i.e.. financial planners buy financial planning businesses, mortgage brokers buy debt businesses.
This presents a challenge for the business owner who has built a valuable practice, has an ongoing passion for their business but would like to monetise part of their asset. This could be to retire personal debt, pay for their family’s lifestyle requirements or to make different investments.
Loyalty Capital offers the scope for liquidity at different levels AND across your entire financial services business. Using appropriate benchmarking and valuation approaches, liquidity is available for any or all parts of your financial planning, mortgage, accounting, legal and property ventures. This can be anything from an initial ten percent sell down through to a complete succession of your business.
Access to liquidity is optional for member firms and at the discretion of Loyalty Capital.