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Showing 41 - 43 of 43 results for "BOLR"

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... end-to-end commitment that mirrors the lifelong journey of the advice process and offloading a practice via Buyer of Last Resort (BoLR) arrangements is a damning reflection of both an adviser and the advice industry. BoLR provisions allow the purchase ...

How advisers can double their business value

MARK SMITH  |  WEDNESDAY, 6 FEB 2013
... valued on a multiple of annual recurring revenue with many institutionally owned licensees having a 'buyer of last resort' (BOLR) benefit in place for their planners based on a pre-determined multiple of that revenue. The outcome of this structure is ...

No conflict, more interest on MLC

... favouring in-house products to one based on an independent market valuation. Under MLC's existing model a 'buyer of last resort' (BOLR) contract, which is an arrangement where a fund manager agrees to buy a financial planning practice, is traditionally ...
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