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

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

FinConnect Advisory Group updated Money Management's popular article "How to Value a Financial Planning Practice". Their popular article,...

Like everything in life, knowing Why you are doing something usually makes the task easier, or in certain setting even meaningful.  We...

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

We’ve seen some recent examples of businesses leading the way with introducing meaningful equity to key employees.  A recent example is a...

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...

More than 50 years' experience in Business Valuations, Succession Planning, Mergers and Acquisitions.

Explaining how to value your financial planning business