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.

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.

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

Before we get started, passive shareholders have a time and place in many businesses. Our experience shows us though, that that the time...

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...

We often talk about the challenges to buy equity, however it’s important to acknowledge there are significant challenges for the seller –...

Listening to  Darren Smith , the new  Slipstream Group  Coach has a terrific success story from the firm he has recently sold out of. In...

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...

In recent times, we’ve been involved in dozens of conversations on the different opportunities for equity holders. The once distinct line...

In a transaction, you can’t communicate enough. This is particularly true when you are in an internal transaction, such as selling equity...

I met with a potential equity holder recently, who had hundreds of theoretical questions. How much would the business pay for each...

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...

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...

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...

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