Whilst your financials impact your business valuation, so to do other factors including your location. It's probably not hard to...

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...

With the increasing costs impacting financial planning businesses, scale has never been more important in a 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...

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,...

We recently helped a Business Owner who was selling their Business. They had essentially agreed the price, but wanted a Valuation to...

We still hear a lot of Business Owners talking about their Business Value in Recurring Revenue terms. There are limited scenarios where...

Today our related Accounting Firm, Accru Hobart, announced two brand new equity owners! An exciting day for any firm, let alone one that...

We often talk to Advisers who are still working in their business, years after they expected to retire. It’s unfortunate that financial...

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...

This was a line said at a recent  Slipstream Group  Pathway to Equity Workshop, and whilst it solicited a good chuckle amongst the 30...

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...