Unlock Growth, AI & M&A with Quality Data #4

In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl's Engine Room Podcast. Rocksy discusses his experience selling a financial planning practice, and the importance of data readiness, operational efficiency, and strategic planning for maximizing business value and successful exits.

Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Lydian Financial Website: https://lydian.com.au/ Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/