Wednesday, 16 May 2012
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
Wednesday, 9 May 2012
Selling your business requires both the time and the ability to assess all prospective buyers before selecting the right one. There are a number of approaches for selling your business, and it is important to select the right one is order to get the best result. Read More
Wednesday, 2 May 2012
Integrating two businesses requires a lot of effort, no matter how alike they may seem to be. When you can answer yes to these six questions you are ready to integrate your acquired business. Read More
Friday, 17 February 2012
With financial planning practices finding it harder to write business following the GFC, firms are either acquiring others in a bid to improve both their top and bottom line, while others are both selling and buying books of business to improve revenues. Read More
Wednesday, 7 December 2011
When you are buying a professional services business that relies on ongoing client relationships, can you ever really grab a bargain? Expert Broker, Alan Kenyon explores this question. Read More
Wednesday, 7 December 2011
Alan Kenyon comments on the use of debt financing to fund business growth and explains some key considerations to getting it right. Read More
Wednesday, 23 November 2011
In this week’s No More Practice 2, NAB Financial Planner Banking’s Shane Kirsch discusses debt financing with The Selector Group’s Ian Jordan and Brett Abikhair and shows them how to structure debt in order to avoid being hamstrung by repayments. Mills Oakley’s Martin Checketts then shows Ian and Brett how to cover all their legal bases when it comes to financing. Financial Design for Life’s Chris Browne also meets with Kenyon Partners’s Alan Kenyon, who shares the keys to getting the best price for a parcel of C&D clients. Play
Wednesday, 9 November 2011
Expert practice broker, Alan Kenyon explains the importance of a Term Sheet or Heads of Agreement in executing the final phases of a sale transaction. This blog includes helpful tips for both buyers and sellers and also lists the most important inclusions for this vital documentation. Read More
Wednesday, 2 November 2011
Chris Browne of Financial Design for Life wants to sell a parcel of clients to increase business efficiency while The Selector Group’s Ian Jordan and Brett Abikhair are on a quest to raise $1 million to fund expansion plans. Watch their journey begin as they outline their vision to mentors, Barry Lambert and Robbie Bennetts. Play
Tuesday, 25 October 2011
Welcome to the launch of No More Practice series 2, the only reality show for the financial planning community. Building upon the standout success of series 1, No More Practice 2 brings together the biggest names in the industry and follows the journey of financial planners on the quest to grow their businesses. Watch the deals unfold as our players encounter the best in the business. You won’t believe what unfolds on the show and who ends up ahead. Play
Tuesday, 13 September 2011
The FPA’s Mark Rantall questions traditional methods of practice valuation, NAB Financial Planner Banking’s Shane Kirsch discusses trends in practice valuations while Kenyon Partners’ Alan Kenyon discusses what buyers are looking for in acquisitions. Play
Thursday, 18 August 2011
Kenyon Partners’ Alan Kenyon discusses how to take the emotion out of the sale process, Perpetual’s Geoff Lloyd examines why it is important to understand the aspirations of two businesses coming together and Forte Asset Solutions’ Stephen Prendeville says a clear vision is critical to a successful transaction. Play
Wednesday, 17 August 2011
Forte Asset Solutions’ Stephen Prendeville believes many sellers have unrealistic expectations around practice value, Perpetual’s Geoff Lloyd discusses why potential acquirers need to see the quality of management and Kenyon Partners’ Alan Kenyon says many financial planners are unprepared when it comes to selling their business. Play
Tuesday, 16 August 2011
Perpetual’s Geoff Lloyd describes the fundamentals of profitable financial planning businesses, Alan Kenyon discusses how to articulate value to clients and Stephen Prendeville discusses the importance of building confidence with clients. Play
Monday, 15 August 2011
There has been a lot of discussion over the past few months about the lingering impact of the GFC, and potential effects of FoFA, on financial planning businesses... Read More
Monday, 15 August 2011
Kenyon Partners' Alan Kenyon discusses why buyers don’t have all the power, while Perpetual’s Geoff Lloyd explains how to get the most out of a transaction and Forte Asset Solutions’ Stephen Prendeville explains the importance of a clear vision around a merged business. Play
Wednesday, 29 September 2010
After a rough ride, will Zoe’s sale finally go through; and will Matthew be able to replace the income he’s lost by selling the commission clients? Play
Wednesday, 22 September 2010
It’s time for financial adviser, Zoe Shacklady to make a bold move to get the negotiations with Genesys Wealth moving again so she can sell her practice. Play
Wednesday, 8 September 2010
Things are progressing well with the sale of Zoe Shacklady’s financial planning practice. Play
Wednesday, 1 September 2010
We join Zoe and Matthew, two advisers selling their businesses, as they look at what their financial planning practices are worth on the open market. Play
Wednesday, 25 August 2010
Meet our two financial advisers as they attempt to sell their businesses. Play
