50 - Building a Sellable Advice Business with Simon Rolland
Update: 2025-10-20
Description
In this episode of the KAN Podcast, we sit down with Simon Rolland, multi-exit founder, investor, and former CEO of Aurora Financial, to talk about how advisers can turn great advice into great businesses.
We cover:
- How to design a sellable advice business from day one
- What advisers get wrong about being business owners
- Finding the balance between growth and profitability
- The playbook behind Aurora’s 22x exit
- How to value and fund advice books without using your house as security
- Smart deal structures including vendor finance, earn-outs, and transition plans
- The traits of advice firms that will still be thriving in 10 years' time
If you’re serious about building a profitable, structured, and sellable advice business, this episode is for you.
👉 Subscribe for more conversations with the people shaping New Zealand’s financial advice industry.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
