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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 22, 2024
Independent Voices in Succession Planning.
This was a line said at a recent Slipstream Group  Pathway to Equity Workshop, and whilst it solicited a good chuckle amongst the 30...

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 26, 2024
Professional Planner: Market Update
FinConnect Advisory Group's Tim Lane featured in the Professional Planner update on the Mergers and Acquisitions market. "Meanwhile, Tim...


Mar 21, 2024
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,...

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...

Feb 28, 2024
Are you a Custodian of your Business?
At a conference back in 2020, FinConnect Advisory Group's Tim Lane stated that he was a Custodian of our Business, and that he thought...


Feb 6, 2024
Welcome to FinConnect Advisory Group
More than 50 years' experience in Business Valuations, Succession Planning, Mergers and Acquisitions.

Feb 1, 2024
How to Value a Financial Planning Practice
Explaining how to value your financial planning business
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