Podcast 019: Rob Stevenson- Creating Enterprise Value In Financial Planning Businesses

Welcome to the latest episode of the Adviser Hangout Podcast; the podcast for financial planners and advisers. It’s all about the business of financial planning.My guest on this podcast is Rob Stevenson of Kingmakers and today we are talking about how to build enterprise value in financial planning businesses.


Rob know an awful lot about this stuff; he has undertaken over 200 due diligence exercises and completed 34 M&A transactions, ranging from the purchase of modest practices as the owners retire, to complex private equity funded arrangements. He has created and delivered consulting solutions to over 50 firms, and continues to advise the boards of many of those firms today. So it’s fair to say that he knows this market.

The conversation is based on Rob’s recently whitepaper titled Creating sustainable growth and realisable enterprise value in financial planning businesses

We also talked about how financial planning business owners can go about making advisers and support staffs within the business become real stakeholders.

Rob also explored the idea of what a scalable and subscale financial planning businesses look like. He notes that, generally speaking financial planning get somewhere between £750K – £1.5M of turnover and the owners of the business have multiple roles as owner/manager and adviser – the firm finds it difficult to break through to the next stage.

Listen and enjoy!


Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

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