In September 2021, Reg Thomson, Anthony Delport and I finalised a transition plan to merge our respective businesses. Delport & Thomson Wealth Management was a well-established business, while I was looking to expand my solo advisory practice. At the time, Reg was 68 and scaling down his work commitments, Anthony was 58 and eager to keep building and I was 48 and fully focused on growing my business. Having shared an office for years…