Three specialists in wealth business valuations have joined forces to launch a new consultancy business, Peloton Partners, aiming to provide succession planning services to financial planning and accountancy firms, according to IFA News.
The new business is led by industry veterans Rob Jones, Michael Harrison and David Murray.
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The trio have more than five decades of experience working with institutions at various levels as well as financial planning and accounting businesses both large and small.
The new firm aims to fill a gap in the market whereby many wealth management businesses are not extracting maximum value from their businesses.
Jones and Harrsion are former executives with Shadforth Financial Group, while Murray is a former consultant, as well as an adviser with FMD Financial Planning.
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