Avoid the pitfalls in financial planning practice acquisitions
Robbie Bennetts, Founder of Professional Investment Services, argues that many people who plan to buy financial planning practices budget to lose up to 20 per cent of revenue in the transition process. Barry Lambert, Founder and Chairman of Count Financial, says that those selling their financial planning practices need to tailor their business to buyers’ requirements.
In this episode of No More Practice 4, Sam Henderson discusses his plan of attack for business growth with Barry Lambert and Robbie Bennetts, while Jim Taggart shares his key lessons to-date and thoughts on life post-sale Play
In this episode of No More Practice 4, Sam Henderson discusses his options for growth in the SMSF space with Kath Bowler and puts his funding cards on the table with Daniel Lowinger, while Jim Taggart delivers Steve Prendeville with some unexpected news in an update on his earn out strategy Play
This week on No More Practice, Christina Kalantzis coaches Sam Henderson on how to best avoid the compliance pitfalls in growing his SMSF practice while Anne Fuchs explains to Jim Taggart the importance of having a plan for life post-sale Play