Funding growth and succession in broking.

In this episode of In Focus: In Focus, Jeff Zulman unpacks what’s really driving value in today’s broking market, the risks buyers often miss, and how the right funding can support growth, acquisition and succession without choking cash flow. If you’re thinking about buying, selling, or planning your exit, this is a must-listen.

Episode highlights — top takeaways for brokers

Fund growth without choking cash flow

Unpack how smart funding structures can align repayments to trail income.

How we can help

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Succession starts earlier than you think

Succession isn’t a “one-day” event.

How we can help

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Know what really drives value in a book

We unpack what buyers and valuers really assess — loan age mix, run-off, clawbacks, arrears, concentration and retention.

How we can help

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Succession Planning

Cheat Sheet

A 5-Year Roadmap to a Sale-Ready Mortgage Broker.  

👉 “Want to know what your trail book is worth? Use our free Trail Book Valuation Calculator or speak to our team today.”

Funding solutions for professional businesses.

With Tailored Financial Solutions.  Finance Simplified & Solved.

More Insights

Access growth capital, specifically designed for acquisitions.

Why growth capital matters and the options available.

The ultimate cheat sheet for buying and selling trail books.

Take the stress out of selling or buying your trail book.

Calculate my trail book value.

Instantly discover the value of your trail book with our free calculator.

Acquisition Ready eBook

Your free guide to successful acquisitions.

Ready to benchmark your book?

Get real sale multiples, run-off rates and valuation trends inside the Finance Broking Intelligence Report.