Tuesday, 30 April 2013
It’s vitally important that you get yourself “acquisition ready” prior to entering into negotiations on a potential acquisition, writes Harold Hall Read More
Thursday, 11 April 2013
There is greater optimism around future revenue and new business generation than at any time in the past four years, which is good news for buyers and sellers, writes Steve Prendeville Read More
Thursday, 11 April 2013
If you’re at the right stage of maturity and development, an experienced board could be the thing that takes you to the next level, writes Vanessa Stoykov Read More
Tuesday, 2 April 2013
Potential sellers of financial planning practices who had deferred their retirement dates are currently reassessing their positions, writes Steve Prendeville Read More
Wednesday, 20 March 2013
Demand for good financial advice practices has been strong for a number of reasons, writes Steve Prendeville Read More
Wednesday, 17 October 2012
There are a number of timely considerations advisers should take into account when deciding to sell or buy a client base in the current market, writes Malcolm Arnold. Read More
Wednesday, 15 August 2012
Succession planning is a major issue for non-bank advisers. Paul Barrett explains that there are a number of key considerations for both buyers and sellers in the practice sales and acquisition process. Read More
Wednesday, 8 August 2012
There is a significant imbalance between supply and demand of financial planning practices at present. There are a number of drivers behind this and Stephen Prendeville says both dealer groups and practices will be impacted in a number of ways. Read More
Wednesday, 4 July 2012
Home truths about recruiting advisers. Many financial planning business owners are facing being approached with offers too good to refuse from competitor dealer groups, but then not taking up these offers. Read More
Wednesday, 20 June 2012
In buying a book of clients, advisers need to make sure they pick the right book of clients to 'renovate' to ensure a good fit with their practice as well as the potential to turn a profit. Read More
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Comments
murray@mckinleyplowman.com.au on How very productive advisers focus only on their core business
"Agree Vanessa, finding and appointing the right Board members is critical for business growth and ..."
Steven Browning on The 3 reasons why paying a board will pay off for you
"Not only the cost of licensing, but a mountain of consumer protection documents required to ..."
Jason McFadden on How practices can build scale around SMSF offerings