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Market data and deal flow

What should the buyer take from this market picture?

Planning Basis research deskSection 11 · Page 8 of 12Last updated 3 November 2026

Provider breadth and consolidation make the assigned team and contract increasingly important diligence questions. Price alone cannot tell an owner whether an adviser is worth hiring. Use evidence of incremental work, implementation and total cost to make the purchase; use market data only as context.

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