The Big Issues: Valuations

No topic has proven to be more controversial than what financial planning practices are actually worth. Practice owners everywhere want to know how industry changes will impact on their final sale price. While some leading industry experts suggest that demand for practices is slowing and valuations are falling, others believe a consolidation among institutional buyers will benefit strong businesses seeking to change hands in the near future.

The measures used to assess practice value are also changing. Buyers are becoming more thorough in their due diligence processes and the traditional recurring revenue models of valuation are losing their authority as a guide on practice value. EBIT multiple models are becoming more prominent in practice valuation.

Find out what these developments will mean for your practice value from the expert cast of No More Practice 2.

Valuations Content

Proof of a shift in practice valuations

Wednesday, 12 June 2013

Practice valuations based on profit multiples are outperforming traditional recurring revenue valuations according to findings from the No More Practice Business Valuator says Rod Bertino. 0Read More

5 top drivers of practice value

Wednesday, 20 March 2013

There are a number of key elements that contribute to and drive value within financial planning practices, writes Daniel Lowinger 0Read More

5 top drivers of practice value

Wednesday, 13 March 2013

There are a number of key elements that contribute to and drive value within financial planning practices, writes Daniel Lowinger 0Read More

Valuing a target as a potential acquisition

Tuesday, 15 January 2013

This white paper outlines three approaches to valuing target acquisitions: asset/cost approach; market approach; and income approach. Download

7 ways to maximise the value of your practice

Wednesday, 14 November 2012

The value of your business is most likely to be dictated by how much it will make an incoming investor in the future, writes Stewart Bell. 0Read More

Valuing your practice for sale

Thursday, 10 May 2012

In order to value your practice, it is important to understand who the potential purchaser is. In this white paper, DFK outline how this can have a significant impact on not only the valuation that is arrived at, but also any terms that may be agreed upon for the sale, such as deferred payments, equity rather than cash, vendor financing etc. Download

How to determine real practice value

Thursday, 10 May 2012

Sometimes sellers either have unrealistic expectations of what their practice is worth, or are clearly asking potential acquirers for too much money when it comes to selling their business. 0Read More

Two key drivers of practice value

Friday, 4 May 2012

The GFC and regulatory change are impacting the way in which potential acquirers value professional practices, and businesses need to demonstrate what their true value is now more than ever. 0Read More

Getting real on value

Monday, 12 March 2012

Creating and communicating value is a cornerstone of your practice value. It is important to understand the value you bring to the table - both for your clients and potential acquirers - to boost the value of your practice. 0Read More

Avoiding the common pitfalls in business valuations

Thursday, 15 September 2011

Count Financial’s Barry Lambert argues that FoFA will increase costs for financial planning businesses, the AFA’s Richard Klipin discusses how business valuations may change post-FoFA and Perpetual’s Geoff Lloyd underlines the importance of robust business models in practice value. Play

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