Sharing financial information with your team isn’t about exposing the books. It’s about building commercial literacy, engagement, and long-term firm value. Here’s how transparency can strengthen performance today and succession outcomes tomorrow.

Succession planning protects the value of your business and sets you up for a smooth transition. Learn why it matters.

Thinking about selling your business? Going it alone could cost you more than money. How to stay in control with the right support.

Why ongoing advice fees are rising faster than inflation, and what financial planning firms can do to stay profitable and succession-ready.

A shareholder’s agreement feels optional, until it’s not. Retirement, illness, disputes, or death can trigger major issues if there’s no agreement in place. Here's what to include, what can go wrong, and why it's worth doing while everyone's on the same page.

This accountant didn’t stumble into succession planning, he built for it from day one. A $1.5M business with structure, scale and a planned exit in mind.

You spend your career helping clients plan for retirement, but what about your own exit? Here’s why starting five years out gives you a stronger valuation, more control, and better outcomes.

Struggling to find new advisers? Here's why developing talent from within your firm could be your smartest move yet.

Overlooking women in equity decisions is costing firms more than they realise. It’s time to rethink ownership strategies.

A strong culture is a competitive advantage—but if workplace perks lack commercial discipline, they can jeopardise business sustainability.

When buying into a business—whether it’s equity or the entire entity—it’s critical to have the right guidance and processes in place.

High revenue numbers are great, but not if profit isn't growing too. Don't forget to keep an eye on your margins while your revenue grows.

Meet FinConnect Advisory Group's Tim Lane and Fiona Ettles at the FAAA Congress in Brisbane.

Often owning a smaller piece of equity in your business, and focusing on growth in your business can lead to a better financial outcome.

Growing your client base overtime is important to ensure the value of your financial planning business doesn't go backwards over time.

Business planning with your Ownership Group can have a positive impact on how your financial planning business is valued.

Shareholder's agreements are critical business documents to avoid disputes particularly around the value of your financial planning business

At FinConnect Advisory Group we can tailor our valuation service to you and your needs, meaning you get the maximum value from our service.

Strategic business planning can help you understand the key drivers to success and build the valuation of your financial planning business.

Knowing your data means knowing the value of your financial planning business. What will the market pay? What areas should you focus on?