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Nurturing the Next Generation of Financial Advisers
Struggling to find new advisers? Here's why developing talent from within your firm could be your smartest move yet.
Mar 31


Why Professional Services Firms Need to Rethink Equity for Women
Overlooking women in equity decisions is costing firms more than they realise. It’s time to rethink ownership strategies.
Mar 24


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.
Jan 30


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 11, 2024


FAAA Congress Stand
Meet FinConnect Advisory Group's Tim Lane and Fiona Ettles at the FAAA Congress in Brisbane.
Nov 4, 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.
Oct 16, 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
Sep 12, 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...
Jul 31, 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 12, 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 –...
Jun 5, 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 29, 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 15, 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...
May 8, 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 30, 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 24, 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 18, 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 11, 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,...
Apr 3, 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 19, 2024
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