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.
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
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
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
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
Sign up for exclusive access
To receive exclusive business insights and professional growth tips, plus unlimited viewing access for our No More Practice reality TV series, sign up for our e-newsletter today!
Thursday, 18 August 2011
Angela Ashton on The time for leadership has come
"Awesome summary EvoTV. Thank you so much!"
email@example.com on What’s new in RG175?
"Productivity for busy advisers."
firstname.lastname@example.org on How very productive advisers focus only on their core business
Latest Twitter Updates
The Twitter REST API v1 is no longer active. Please migrate to API v1.1. https://dev.twitter.com/docs/api/1.1/overview.