Building and Selling Jones Hill
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Brian Hill, founder of Jones Hill. Brian shares his experience of starting, growing, and ultimately selling his financial planning firm, providing advisers with valuable lessons on leadership and succession.
Knowing When to Sell
Brian explains how he recognised the right time to sell, and what factors business owners should consider when planning their own exit strategy. From personal readiness to market conditions, his insights help advisers think strategically about the future.
How Acquisitions Are Structured
The conversation explores the mechanics of acquisitions, including deal structures and what acquirers look for in successful firms. Brian’s perspective sheds light on the process and offers advisers practical tips for positioning their businesses for long-term value.
City & Capital Group
Brian also reflects on the changing name and role of the City & Capital Group, and what this signals about evolving trends in the adviser M&A space.
Brian Hill’s Personal Approach to Retirement
Beyond business, Brian shares his personal approach to retirement, offering candid insight into how an experienced adviser prepares for his own financial future.
Why Advisers Should Listen
For advisers considering succession planning, acquisitions, or long-term business strategy, this episode is packed with practical guidance. It highlights the importance of planning ahead, understanding market dynamics, and aligning decisions with both professional and personal goals.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
