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What we do

Plan your exit, grow through acquisition, or understand what’s holding your firm’s value back. At FinConnect we specialise in valuations, succession, and M&A advice for financial planners, accountants, lawyers, and professional services firms.

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Business Valuations

We provide clear and reliable business valuations to support transactions, disputes, restructures, and strategic decisions.

Succession Planning

We help you develop a plan to transition equity within your business, retain key employees, and secure your retirement plans.

Mergers & Acquisitions

We work with you on mergers or acquisitions of a full or partial business to protect your interests and set you up for success.

Restructure
Advice

We review your business structure and provide advice and a pathway to ensure it operates efficiently and effectively.

Sale
Advice

We assist in positioning your business for sale and, if you’re a financial planning business, help market it through a full sale.

“FinConnect has been our go-to for valuations over the past three years. Tim and Fiona bring deep expertise, clear communication, and a willingness to explain every adjustment. Their professionalism, accuracy, and fast turnaround make the process seamless. Highly recommend."

Anne Martin, CFO

Peak Investment Partners Pty Ltd

Let’s talk about what your firm is really worth

Most firm owners aren’t sure what their business is really worth or what’s holding back growth.

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Whether you’re planning your exit, exploring acquisitions, or uncovering hidden value, it starts with a discovery call.

 

No jargon, no obligation. Just clarity.

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Contact us

1300 825 886

18 Ross Ave, Rosny Park TAS 7018

© 2026 by FinConnect

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