Skip to main content
How we help
Insights
Who we are
Testimonial

When you want to grow your business fast, you need more than just support – you need business experts with competitive insights and tenacious drive for YOUR success.

Wealth Practice Evolution

IFA Succession Planning as a Strategic Advantage: Not Just an Exit Strategy

Through the Wealth Practice Evolution programme, we help IFA firm owners build a scalable, succession-ready business – without sacrificing performance, freedom, or client trust.
Coaching session around a table with Bart

Take the Practice DNA Assessment

UK Practice Evolution
UK Practice Evolution
Practice Evolution Peer Sessions

The Challenge Facing IFA Business Owners

You’ve grown a practice you’re proud of – one clients’ trust, your team depends on, and your family benefits from. But there’s a hidden cost to that success: it still relies on you.

You’re the one who handles the complex cases, manages key client relationships, and makes the high-stakes decisions. That’s worked well – but it’s not sustainable forever.

You’ve probably thought about succession. Maybe even had your firm valued. But without a clear plan, it’s easy to delay the decision.

  • You don’t want to lose income or control.
  • You are not sure your team is ready.
  • You don’t want a 5-year earn-out just to exit your own business.
  • And right now, it feels like a future project – not a priority.

Sound familiar?

How We Help

A Smarter Approach
to IFA Succession Planning

What if the next 12 months could change your next 10 years?

Wealth Practice Evolution is a 12-month, hands-on implementation programme designed for IFAs and wealth firm owners who want to reduce their client load, increase enterprise value, and build a business that can grow and thrive without them.

It’s not about walking away. It’s about:

  • Creating more freedom in your role
  • Strengthening your team and systems
  • Protecting client trust
  • Building a business that’s ready for succession – or sale – on your terms
Rockfine Business Growth Consultancy

What’s Included in Practice Evolution?

Wealth Practice Evolution gives you the structure, support, and accountability to move from “I am the business” to “I own the business” – without sacrificing performance. You’ll receive:

Initial Factfinding:

In-person review to understand your business, benchmarks, and personal goals.

1:1 Coaching Sessions:

Monthly meetings with your dedicated adviser to plan and implement change.

Peer Sessions:

Topical discussions with other like-minded IFAs facing similar transitions.

Progress Reviews:

Ongoing momentum, measured progress, and space to adjust as needed.

Monthly Commitment:

Just 6–8 hours Enough to create change. Not enough to overwhelm you.
Book an Intro Call with B.D. Dalton

Outcomes You Can Expect

By the end of the 12 months, you will have:
  • A business that’s less dependent on you
  • A clear succession or sale strategy (on your timeline)
  • Scalable systems and service models
  • A stronger team you can trust to lead
  • Higher enterprise value – not just revenue multiples
  • More personal freedom to choose your next chapter
scales with weights
Your Coach

Built By Someone Who’s Been There

B.D. Dalton has been where you are.

After 25 years in wealth management, he restructured his own firm, Temple Row Wealth Management, from adviser-dependent to succession-ready – without losing momentum or client trust.

Now, through Wealth Practice Evolution, he brings that same pathway to other IFA business owners.

The framework combines real-world experience with proven strategies from the industry’s top thinkers:

  • Steve Moore – Practice valuation pioneer
  • Mark Tibergien – Author and firm management expert
  • Mark Hurley – Succession and consolidation trends
  • Jay Abraham – Client growth strategist
  • Tony Robbins – Performance systems for business leaders

You won’t just get advice. You’ll get a process that works.

Not Ready to Talk Yet?

Start with the Practice DNA Assessment. It’s quick, completely private, and helps you understand how your firm compares across succession-readiness factors.
  • No pressure. Just insight.

Take the Practice DNA Assessment

FAQs

Is this only for IFAs who are ready to sell?
Not at all. Many clients use Practice Evolution to create more freedom or reduce reliance long before they consider selling.
What if my business is complex or multi-adviser?
That’s exactly where the programme helps. It supports building systems and team capacity across the firm.
Will I lose control of the business?
No. You stay in full control. This is about giving you more options, not forcing an outcome.
How do I know it’s right for me?
Let’s have a confidential, no-obligation conversation. We’ll ask a few questions and see if the timing — and fit — is right.

Your firm has value. Let’s make sure it’s recognised, transferable, and working for you – not the other way around.

There’s no downside to starting a conversation. And everything to gain from building a business that’s built to last. That’s the Wealth Practice Evolution.

Take the first step