Tools

Having the right tools at hand can make the job a whole lot easier. This collection of online tools will assist any financial planner or adviser who may be thinking about putting their business on the market. Compiled exclusively for No More Practice by our team of experts, this collection of documents, checklists and templates is available nowhere else.


Tools_DFK

Avoiding Common Pitfalls in Mergers and Acquisitions

Monday, 4 February 2013

Merger and/or acquisition is a legitimate way of obtaining growth in a relatively short time frame. Acquirers however need to be aware that such a process rarely provides a neat bolt-on to their existing business. Download

Business Health Tool

Valuation of financial planning practices

Friday, 25 January 2013

Valuation is a complex process and a potential buyer or seller should always look beyond simplistic ‘rule of thumb’ methods. This white paper analyses the pros and cons of numerous valuation methodologies to ensure that you understand the best model to suit your transition. Download

Business Health Tool

Buyer Due Diligence Checklist

Monday, 21 January 2013

There are many considerations in purchasing a business. This is an easy-to-follow checklist of the key information you need to collect from prospective targets to inform your decision making. Download

Tools_DFK

Assessing Potential Acquisitions

Thursday, 17 January 2013

This white paper provides a strategic framework for analysing potential acquisitions via financial statement analysis. Download

Tools_DFK

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

Business Health Tool

Agenda for Preliminary Discussions with Prospects

Friday, 11 January 2013

A buyer's urge to get down to price and terms early can be overwhelming, but sellers should focus on strategy at all times and not discuss price until they are comfortable with the compatibility of practices in discussions with a potential acquirer. Download

Tools_DFK

Buying a financial planning firm

Tuesday, 8 January 2013

Pricing a takeover target can be a complex task. This white paper provides clear and simple strategies to help buyers navigate their way through the pricing and due diligence process to ensure they get what they are paying for. Download

Tools_DFK

Selling a Professional Services Business – Tax matters to consider

Thursday, 31 May 2012

From CGT discount and small business concessions, through to GST and earnout arrangements, there are a number of taxation issues that should be considered when selling a professional services business. Download

Business Health Tool

Transition Considerations Worksheet

Friday, 18 May 2012

Selling a practice to realise maximum sale price requires careful planning. Practice owners need to be clear not only on the reasons and motivations for selling their practice, but also understand exactly what they are selling, their client base profile, the true value of their practice, potential buyers as well as strategic alternatives to a possible sale. Download

Tools_Genesys

Succeeding with succession

Tuesday, 15 May 2012

A succession plan is not only about exiting or selling the business. It is also about how best to prepare and increase the value of your business for succession. In this white paper Genesys Wealth Advisers outline how best to prepare for your practice's future. Download


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