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A year of M&A for licensees

Sequoia s EBITDA falls 55 6% following year of transition

The firm has announced a 55.6 per cent drop in EBITDA to $5.5 million, but remains determined in its strategic growth ambitions, with further acquisitions likely heading into FY24.

Sequoia liquidates Libertas Financial Planning

The sole business model to see positive growth

The financial planning-accounting business model is the only one to have seen growth in its adviser numbers since 1 July 2022, according to Wealth Data.

Sequoia expands professional services arm

The listed wealth group will acquire and merge the businesses of Castle Corporate and Castle Legal for $3.15 million.

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