58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson

Is your firm missing the real advisory opportunity behind M&A?

In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions.

 

In this episode, you’ll be able to:

• Understand why mid-sized firms struggle to evolve—and what to do about it

• Recognize the signs when a client might be ready to sell their book

• Learn how to shift conversations from compliance to true advisory

• Discover the power of niche focus in driving long-term value

• Know who to call when you don’t have the answers

 

Whether you’re navigating M&A internally or helping clients do the same, this is a conversation you won’t want to miss!

 

#BusinessBeyondBorders #MergersAndAcquisitions #ClientAdvisory #CPAInsights #SuccessionPlanning