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
Wednesday, 27 March 2013
Forte Asset Solutions’ Steve Prendeville discusses common traps for owners in selling their business Play
Thursday, 21 March 2013
NAB’s Daniel Lowinger explains how sellers can avoid the negotiation traps Play
Wednesday, 13 March 2013
Anne Fuchs, Director, Pinnacle Practice & My Dealer Group, looks at how practice owners can prepare for life post-sale Play
Tuesday, 5 March 2013
This week on No More Practice, Barry Lambert coaches Sam Henderson on how to best grow his SMSF practice while Robbie Bennetts talks Jim Taggart through the process of maximising his earn out. Play
Wednesday, 27 February 2013
Steve Davison, Executive Director Advice, Genesys Wealth Advisers, says there are two key considerations for sellers in getting the best price for their practice Play
Wednesday, 20 February 2013
Watch as Sam Henderson and Jim Taggart pitch to the judges – three leading minds from the biggest licensee groups in the country.
There is tension and drama aplenty as Jim learns there is more to an earn out than first expected and Sam begins to understand growth is not as straightforward as it seemed.
The judges must assign each player a mentor to guide them on the journey that lies ahead. Play
Wednesday, 20 February 2013
Meet Sam Henderson and Jim Taggart;
Sam’s on a mission to dramatically grow his SMSF business; Jim is selling his large, well-established life insurance business and needs to maximise his earn out. Follow their journey today!
Each episode earns you 1 CPD point. Play
Wednesday, 17 October 2012
There are a number of ways in which owners can get the best price for their practice. Play
Wednesday, 19 September 2012
Establishing and building commercial relationships with good service providers can help improve the bottom line in a number of ways, writes Vanessa Stoykov. Read More
Wednesday, 5 September 2012
There are a number of steps sellers can adopt to deal with the sale process in a painless way, writes Adrian Lynch 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
Debt and equity come with both pros and cons in growing your business. It is important to consider these and the short-, medium- and long-term gains for your business in order to get the best return in the long run. Read More
Thursday, 14 June 2012
For many financial planning business owners the sale of their business, either by trade sale or succession, is the realisation of their most valuable asset. Here are five tips for successfully selling your business. Read More
Thursday, 31 May 2012
For many financial planning business owners the sale of their business, either by trade sale or succession, is the realisation of their most valuable asset. Here are five tips for successfully selling your business. Read More
Friday, 18 May 2012
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
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. 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
Tuesday, 29 November 2011
A pre-contractual summary of key deal terms can help ensure that "everyone is on the same page" before a binding commitment is made. However, care must be exercised to understand which terms are binding and to ensure that key terms agreed 'in principle' make their way into the substantive sale contract precisely as expected. 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
Monday, 12 September 2011
Forte Asset Solutions’ Stephen Prendeville says there has been an increase in business valuations while Genesys Wealth Advisers’ Steve Davison discusses why practices will struggle to attract the best prices. Play
Monday, 29 August 2011
Financial Wisdom’s Mark Ballantyne discusses why financial planners should seek advice when selling or buying, while Genesys Wealth Advisers’ Steve Davison argues financial planners are too focused on clients to the detriment of their own retirement plans. Play
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
Friday, 12 August 2011
Hall & Wilcox Lawyers’ Adrian Lynch discusses the importance of efficiency in presenting the best case for your business, Mills Oakley Lawyers’ Martin Checketts examines the legal and emotional aspects of the sale/acquisition process while Hall & Business Health's Rod Bertino talks about the financial scoreboard in the transaction process. Play
Thursday, 4 August 2011
Robbie Bennetts explains why acquirers lose up to 20 per cent of revenue in the transition process while Barry Lambert explains how sellers can tailor their business to buyers’ requirements. 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, 15 September 2010
It’s crunch time as deadlines move, and buyers move away from the table. Play
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