FinConnect’s Guide to Valuing Your Financial Planning Business offers insights tailored to financial planners, equipping you with the tools to make informed, strategic decisions.  Download our guide to: 

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Learn What Buyers Want: Discover key buyer preferences and the factors that enhance attractiveness for acquisition, from growth metrics to operational efficiencies that reduce risks and improve appeal.

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Navigate New Sale Trends: Understand how shifts in transaction structures and buyer expectations are reshaping the marketplace and how sellers can adapt to meet these changes effectively.

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Explore Internal Transactions: Increasingly popular, internal transactions provide a path to succession without full market exposure, often reducing complexities and supporting continuity. Learn the benefits and best practices for transferring equity to key employees. 

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Benchmark Against the Market: Assess your business against industry standards and benchmarks, such as revenue multiples and EBIT insights, to clarify where you stand in the competitive landscape.

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Maximise Value with Strategic Insights: Identify the factors that drive or detract from value, including advisor productivity, client demographics, and internal processes, to enhance long-term profitability.

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Download the FinConnect’s Guide to Valuing Your Financial Planning Business to equip yourself with knowledge to help you strategically position your business for success.

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Please note, once you have submitted your details the guide will email to you. If you haven’t received this within 5 minutes please check your junk folder.