The purpose of your Financial Planning Business Valuation, and why it matters.
At FinConnect Advisory Group we can tailor our valuation service to you and your needs, meaning you get the maximum value from our service.
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Valuation & Succession Strategists
- Aug 28
How strategic business planning can impact your Business Valuation
Strategic business planning can help you understand the key drivers to success and build the valuation of your financial planning business.
- Aug 21
Knowing your Data: The ultimate protection in your Business Valuation.
Knowing your data means knowing the value of your financial planning business. What will the market pay? What areas should you focus on?
- Aug 14
Regionality and Business Valuation.
Whilst your financials impact your business valuation, so to do other factors including your location. It's probably not hard to...
- Aug 9
Same Metrics. Different Valuation. How qualitative characteristics can impact your Business Valuation.
Valuation is often referred to as more art than science. It's the aspects that aren't purely financial that can be hard to quantify. Take...
- Aug 6
Scale and the impact on your Business Valuation.
With the increasing costs impacting financial planning businesses, scale has never been more important in a financial planning business....
- Jul 31
Passive Shareholders: Do they work?
Before we get started, passive shareholders have a time and place in many businesses. Our experience shows us though, that that the time...
- Jul 23
Market salaries and how they impact your Business Valuation.
In Valuations, we see a range of salaries paid to Business Owners. Some market, some low for tax purposes or as part of salary packaging,...
- Jul 17
My Financials say $500,000 Profit. So my Business is worth 6 times that. Right?
We recently helped a Business Owner who was selling their Business. They had essentially agreed the price, but wanted a Valuation to...
- Jul 10
What's the value of my financial planning business?
We still hear a lot of Business Owners talking about their Business Value in Recurring Revenue terms. There are limited scenarios where...
- Jul 1
Accru Hobart Equity Owners
Today our related Accounting Firm, Accru Hobart, announced two brand new equity owners! An exciting day for any firm, let alone one that...
- Jun 19
Are you still working on your 5 year plan? 7 years later?
We often talk to Advisers who are still working in their business, years after they expected to retire. It’s unfortunate that financial...
- Jun 12
Golden Handcuffs? Or the Incoming Equity Owner knocking on the door?
When I was in talks to buy equity, I remember distinctly being told “you have to keep knocking on the door”, it was never an offer, or a...
- Jun 5
Balancing Control - Having and Relinquishing
We often talk about the challenges to buy equity, however it’s important to acknowledge there are significant challenges for the seller –...
- May 29
Why your receptionist should own equity.
Listening to Darren Smith , the new Slipstream Group Coach has a terrific success story from the firm he has recently sold out of. In...
- May 22
Independent Voices in Succession Planning.
This was a line said at a recent Slipstream Group Pathway to Equity Workshop, and whilst it solicited a good chuckle amongst the 30...
- May 15
Legacy. What does it mean to you?
There are two camps of business owners. Those who will exit one day often in a full sale, to the highest bidder (we’ll come back to...
- May 8
Partners Vs Equity Holders
In recent times, we’ve been involved in dozens of conversations on the different opportunities for equity holders. The once distinct line...
- May 8
Communicate. Communicate. Communicate.
In a transaction, you can’t communicate enough. This is particularly true when you are in an internal transaction, such as selling equity...
- Apr 30
Cultural Alignment - All the money in the world, and no buy-in.
I met with a potential equity holder recently, who had hundreds of theoretical questions. How much would the business pay for each...
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