Business Valuation

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.

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.

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?

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...

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...

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....

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...

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,...

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...

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...

How to value your financial planning practice in 2024

FinConnect Advisory Group updated Money Management's popular article "How to Value a Financial Planning Practice". Their popular article,...