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VALUATION & SUCCESSION STRATEGISTS

A VENTURE OF ACCRU HOBART

WHAT WE DO

FinConnect offers a range of financial consulting services to help you achieve your financial goals.

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Tim, one of our business partners, helps broker (sell) financial planning businesses.

Tim, one of our business partners, helps broker (sell) financial planning businesses.

What is my business valuation, and why?

We help people understand the value of their business, and what they can do about it.

How do I transfer shares to a key employee?

We can work with you to sell equity to your key employee/s, from valuation to signed documents.

How do I know my business is set up for the future?

We can review your business structure and recommend any changes to set you up for success, with taxes, risk and future sales.

How do I buy into the business? How do I buy a business?

We can work with you, with our Buy Side Approach, to ensure you’re informed about the business you’re buying.

How do I sell my financial planning business?

We can assist you to market your financial planning business, with a full sale approach.

For other businesses, we can work with you to get your numbers together and refer you to relevant brokers.

HOW WE WORK

Online Consulting

At FinConnect, we make financial consulting easy and accessible. We offer online consulting services to help you save time and effort.

Schedule a Call

Schedule a call with us to discuss your financial needs and goals. Our expert consultants will guide you through the process and provide tailored recommendations.

In-Person Consultations

For clients who prefer in-person consultations, we offer convenient office locations where you can meet with our consultants and receive personalized advice.

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WHY CHOOSE US

We're authentic

We care

We're solution enablers

We collaborate & implement to deliver the right outcome

We're focused

We do it & do it well

VALUATION & SUCCESSION STRATEGISTS

CUSTOMIZED SOLUTIONS FOR EVERY CLIENT

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