AI will not increase your business value. It will protect it.
In the second episode the Future Fit Financial Planning series, James is joined by Vicky Hicks, Co-Founder of Melo, for an honest conversation about business value, identity, leadership and the realities of today’s M&A market.
Vicky shares her journey of building and selling a firm, the personal identity shift that followed, and the lessons she learned about value creation, culture and operational discipline. She offers a rare, candid look at what is really happening in the M&A landscape; from price pressure to what buyers now expect from advice firms.
They explore how clearer propositions, consistent processes and strong operational foundations protect long-term value, and why technology has become essential infrastructure rather than a differentiator.
In this episode, they cover:
This episode gives owner-managers, advisers and firm leaders a grounded view of where the market is heading — and a reminder that value isn’t created at exit, but in the everyday.
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