58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson episode artwork

EPISODE · May 2, 2025 · 32 MIN

58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson

from Business Beyond Borders: Impactful Insights for CPAs · host Laurence Whittam

Is your firm missing the real advisory opportunity behind M&A? In this episode of Business Beyond Borders, Laurence Whittam sits down with UK-based exit planning expert Christine Nicholson to unpack what firms often overlook when guiding clients through succession and acquisition decisions.   In this episode, you’ll be able to: • Understand why mid-sized firms struggle to evolve—and what to do about it • Recognize the signs when a client might be ready to sell their book • Learn how to shift conversations from compliance to true advisory • Discover the power of niche focus in driving long-term value • Know who to call when you don’t have the answers   Whether you’re navigating M&A internally or helping clients do the same, this is a conversation you won’t want to miss!   #BusinessBeyondBorders #MergersAndAcquisitions #ClientAdvisory #CPAInsights #SuccessionPlanning

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58 - Helping Clients Choose: Growth, Niche, or Exit with Christine Nicholson

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