What makes a successful business transaction?
Kenyon Partners’ Alan Kenyon argues that just because buyers have a chequebook doesn’t mean they have all the power. Geoff Lloyd, Perpetual, believes it is important to make sure the outcome of a transaction is something more than each of the two businesses – not the sum of two parts. Stephen Prendeville, Forte Asset Solutions, says successful transactions require both buyers and sellers to have a clear vision of what a merged business looks like.
Avoiding the common pitfalls in business valuations
Thursday, 15 September 2011Count 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
Are you too optimistic about what your business is worth?
Wednesday, 14 September 2011NAB 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
Latest trends in establishing business valuations
Tuesday, 13 September 2011The 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
What’s really happened to practice values?
Monday, 12 September 2011Forte 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
Is your business worth what you think it’s worth?
Monday, 5 September 2011Catch 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
How to develop a clear vision for a merged business
Thursday, 18 August 2011Kenyon 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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