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Jan 30
FinConnect Advisory Group – Your Guide to the Buy-Side Process
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.

Nov 11, 2024
Revenue is vanity, Profit is reality.
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.

Nov 5, 2024
FAAA Congress Stand
Meet FinConnect Advisory Group's Tim Lane and Fiona Ettles at the FAAA Congress in Brisbane.

Oct 16, 2024
Sharing the Pie: Why owning a smaller piece of a bigger pie is a good thing.
Often owning a smaller piece of equity in your business, and focusing on growth in your business can lead to a better financial outcome.

Sep 12, 2024
The importance of Shareholder's Agreements
Shareholder's agreements are critical business documents to avoid disputes particularly around the value of your financial planning business

Jul 31, 2024
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...

Jun 12, 2024
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, 2024
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, 2024
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 15, 2024
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, 2024
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, 2024
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, 2024
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...

Apr 24, 2024
"First who, then what." - Jim Collins
In any succession plan, people are the number one consideration. This week, I spoke to a colleague who told me that they couldn’t sell...

Apr 18, 2024
People in your Succession Plan.
We've talked about Maths and Timing in the last few weeks, now comes the hardest part of a Succession Plan - The People. Identifying a...

Apr 11, 2024
Timing in your Succession Plan.
You can never do succession too early, but you can do it too late - Tim Lane. We often speak about the time you need to execute a...

Apr 4, 2024
Maths in your Succession Plan.
We've talked about what Succession Planning is, now let's look at the three key inputs. Maths + Timing + People. With regard to Maths,...

Mar 20, 2024
Your WHY of Succession
Like everything in life, knowing Why you are doing something usually makes the task easier, or in certain setting even meaningful. We...

Mar 13, 2024
What is a Succession Plan?
We often talk about 'Succession Plans' or 'Succession Planning', but what actually is it? A succession plan is a document that details...

Mar 6, 2024
You can never do succession too early...
We’ve seen some recent examples of businesses leading the way with introducing meaningful equity to key employees. A recent example is a...
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