Friday, 18 May 2012 - Terry Slattery
This most important thing to understand in conducting due diligence of professional practices is the nature of relationships a firm has – not the book of fees. Read More
Wednesday, 16 May 2012 - Matt Englund
There are a number of important questions that practice principals should ask themselves in seeking a realistic and honest price for their business. Read More
Wednesday, 16 May 2012 - Alan Kenyon
There are a number of trends driving planners towards selling for growth, however, a range of strategies can be employed to achieve growth objectives in your practice. Read More
Tuesday, 15 May 2012
‘The Mentors’ and industry veterans, Barry Lambert and Robbie Bennetts are back to guide ‘The Sellers’ through the challenges facing financial services today. The series opener focuses on getting absolute clarity around the numbers. Key takeaways include the importance of getting the practice valuation right, the benefit of help from the outside, understanding your clients and opportune times to sell. So take your boardroom seat. Play
Tuesday, 15 May 2012 - Steve Davison
There have been a number of trends gathering pace in the acquisition space over the past 12 months. The result is a smaller pool of prospective buyers seeking acquisitions that have less risk and more certainty of generating positive shareholder returns. Read More
Monday, 14 May 2012 - Paul Barrett
There are a few important trends taking place in the practice acquisition space. Institutions are looking to boost their distribution channels, while more planners are looking to sell their practices. These trends are forcing just about every player to actually come up with a succession planning solution. Read More
Friday, 11 May 2012 - Rod Bertino
Identifying suitable acquisition targets in today’s competitive market can be challenging. An active buyer needs to be aware of where they can find potential buyers and understand what different buyers can bring to the table. Read More
Comments
pbarrett on Why independents need to move with the times
"Whilst most of what Matt says is eminently correct, there are scenrios that need to ..."
eric.walters747@gmail.com on How to get the best price for your practice
"Thanks for your response and your optimism. I think you will be pleased to see ..."
Vanessa Stoykov on Why independents need to move with the times