50 - Building a Sellable Advice Business with Simon Rolland

from KAN Podcast · host Kiwi Adviser Network

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 oneWhat advisers get wrong about being business ownersFinding the balance between growth and profitabilityThe playbook behind Aurora’s 22x exitHow to value and fund advice books without using your house as securitySmart deal structures including vendor finance, earn-outs, and transition plansThe traits of advice firms that will still be thriving in 10 years' timeIf 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.

Episode metadata supplied by the publisher feed · Published Oct 20, 2025

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50 - Building a Sellable Advice Business with Simon Rolland

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