David Rist

Background

About David Rist

Are you starting to plan your exit from Financial Services? What are the most important considerations? Price? Your clients? Your team? Deal structure? Ethics and values of the acquiring business? Speed? Long term stability? Geography? Remote ongoing advice? We provide an 8 Step support strategy to help sellers find acquires who are aligned with their objectives and values. I have extensive experience in acquisitions, business management, strategy formulation, implementation of profitable structures and change management. Brilliant at creating high quality cultures. A unique ability to develop, coach and mentor both Financial Advisers and Managers. Great man-management and interpersonal skills to engage, motivate and encourage others through positive change. Basically all-round awesome bloke!