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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.


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Richard Klipin

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

Shane Kirsch

Are you too optimistic about what your business is worth?

Wednesday, 14 September 2011

NAB Financial Planner Banking’s Shane Kirsch discusses the latest trends in practice valuations, Robbie Bennetts believes many advisers overestimate the value of their practices while Hall & Wilcox Lawyers’ Adrian Lynch outlines factors which can negatively impact the valuation process. Play

Mark Rantall

Latest trends in establishing business valuations

Tuesday, 13 September 2011

The FPA’s Mark Rantall questions traditional methods of practice valuation, NAB Financial Planner Banking’s Shane Kirsch discusses trends in practice valuations while Kenyon Partners’ Alan Kenyon discusses what buyers are looking for in acquisitions. Play

Stephen Prendeville

What’s really happened to practice values?

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

Zoe Shacklady

Is your business worth what you think it’s worth?

Monday, 5 September 2011

Catch up with Zoe Shacklady, one of our sellers from No More Practice Series One, on life after the sale of her business. She discusses uncertainty around FoFA and how this can impact potential business valuations. Play

Geoff Lloyd

How to develop a clear vision for a merged business

Thursday, 18 August 2011

Kenyon Partners’ Alan Kenyon discusses how to take the emotion out of the sale process, Perpetual’s Geoff Lloyd examines why it is important to understand the aspirations of two businesses coming together and Forte Asset Solutions’ Stephen Prendeville says a clear vision is critical to a successful transaction. Play

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