Glossary of Succession Terms

This glossary is for anyone working in UK-regulated financial-planning business interested in or experiencing either internal succession or external sale of their business, or those acquiring a UK-regulated financial planning business.

Q

Q&A Process
The process for submitting and answering due diligence questions through the data room.

Qualifying Holding
A direct or indirect holding that meets the applicable regulatory control threshold or permits significant influence.

Quality of Earnings (QoE)
Analysis of how sustainable, recurring and cash-generative reported earnings are.

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