CLICK HERE * Please note that some practices have for confidentiality reasons chosen not to advertise register as an interested buyer for future listings INTERESTED BUYER – CLICK HERE Contact us if you are thinking of selling (STRICTLY CONFIDENTIAL) THINKING OF SELLING – CLICK HERE
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A new client engagement tool has been launched which can help advisers illustrate the value of advice. The www.AstuteWheel.com.au – Client Engagement Platform is an online program designed to enhance the client engagement experience and process.“If we want people to more than just accept that (more…)
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CLAIM LOST MONEY IN SOUTH AFRICA Emigrating from South Africa doesn’t mean loosing your birthright or citizenship. The benefits, however, are numerous; you qualify to with draw your South African based retirement annuities before age 55; your South African source inheritance and t rust benefits can (more…)
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* Please note that some practices have for confidentiality reasons chosen not to advertise Call Steven directly on 0414 299 153 for an overview of available businesses or register as an interested buyer for future listings
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BUYING Register here as an interested Buyer and receive instant e-mail notifications of new practices for sale in your geographic area receive notifications of new practices for sale Nationally based on specific buying criteria Once qualified, the ability to communicate directly with sellers (more…)
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Drag AlongTag Along Rights Good Leaver Bad Leaver Clause Deferred Payments or Clawbacks Bringing in an Equity Partner Restraint of Trade Heads of Agreement Warranties Stamp Duty www.growthfocus.com.au Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 (more…)
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Contact details Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089
Read moreLegal Podcast Series : Indemnities when selling a Financial Planning Practice Steven Fine from FP Exchange talks to Martin Checketts on indemnities when selling a Financial Planning Practice. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from (more…)
Read moreLegal Podcast Series : Drag along and Tag Along Rights Steven Fine from FP Exchange talks to Martin Checketts on exactly what drag along and tag along rights are. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine (more…)
Read moreLegal Podcast Series : Gst and Stamp Duty Implications When selling a Practice Steven Fine from FP Exchange talks to Martin Checketts on Gst and Stamp Duty Implications When selling a Practice. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 (more…)
Read moreLegal Podcast Series : Good Leaver Bad Leaver Clause Steven Fine from FP Exchange talks to Martin Checketts on bringing in a partner and the good leaver, bad leaver clause. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from (more…)
Read moreLegal Podcast Series : Business Sale Warranties Steven Fine from FP Exchange talks to Martin Checketts on Business Sale Warranties For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on the (02) 8090 6586 FP Exchange – (more…)
Read moreLegal Podcast Series : 3 Most common reasons a business sale comes unstuck Steven Fine from FP Exchange talks to Martin Checketts on the 3 Most common reasons a business sale comes unstuck For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 (more…)
Read moreLegal Podcast Series : 5 Key Principles for Succession Planning Steven Fine from FP Exchange talks to Martin Checketts on 5 Key principles for succession planning. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on (more…)
Read moreLegal Podcast Series : Checklist for Succession Steven Fine from FP Exchange talks to Martin Checketts on the the important elements of a succession plan not to forget. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on (more…)
Read moreDue Diligence Checklist A useful checklist for buyers or sellers of a Financial Planning Practice Preparing for Sale Download Here ______________________________________________________ FP Exchange – Buying / Selling a Financial Planning Practice Sydney (02) 8090 6586 Perth (08) 6102 1483 Melbourne (03) 9010 6202 Brisbane (07) 3040 3089
Read moreStamp duty When buying a financial planning business or client register, remember that stamp duty may be payable depending on the State or States in which the clients reside (and other factors). In certain States, such as New South Wales, stamp duty is payable on the acquisition of (more…)
Read moreSuccession Planning Workshops – Sydney & Perth Sponsored by : Financial Planning Practice Succession Planning Workshop $65 per person Sydney 21st April Perth 23rd April Planning succession in your business is not a process anyone takes lightly. Having built it from the ground-up, only you truly understand the effort (more…)
Read moreLimit your liability Sellers of financial planning businesses should expect to give Warranties to the buyer in the sale agreement. Warranties are contractual representations about the business and its assets, and relate to matters such as (a) compliance with laws; (b)accurate record keeping; and (c) absence of litigation or (more…)
Read moreBringing in a minority shareholder or planning an exit The last thing people want to think about is the worst-case scenario of a partnership or succession plan gone wrong. Worst Case scenarios or addressing how to handle unforeseen events are too often overlooked in the excitement of (more…)
Read moreMartin Checketts 03 9605 0999 www.fpexchange.com Steven Fine 1300 553 438 or 0414299153 Poor tax structuring advice can cost business owners on exit. Business owners and their advisers often do not give thought to the tax treatment of the sale. In particular, they do not calculate the after tax (more…)
Read moreBreakout Box – To be read in Conjunction with Article Below KEY PRACTICE ATTRIBUTE HEALTHCHECK AVERAGE* Gross practice revenue “Notional” practice expenditure # “Notional” practice profitability # Number of individual clients Total number of staff (including principals) Number of principals Age of practice principal Revenue per staff (more…)
Read moreKey Legal Issues when selling a Financial Planning Practice The decision to sell your financial planning practice is often the culmination of, literally, a lifetime’s work. When selling, your imperatives must be to maximise value and minimise risk. Some of the key legal issues which arise when selling a financial (more…)
Read moreSteven Fine from FP Exchange talks to Martin Checketts on indemnities when selling a Financial Planning Practice. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 or Steven Fine from FP Exchange on the (02) 8090 6586 Legal issues when buying a Financial (more…)
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Current Books or Businesses for Sale
How Financial Advisors should position their pricing
What would your clients say?
Business Sustainability Check-up
AstuteWheel Makes Financial Planning Sexy
Video Testimonial Special Offer
Seven reasons to use client testimonial videos
Simple Client Value Propositions by Stewart Bell
“Ten rules for a trust-based relationship” by Sue Viskovic
Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic
Leaping into ownership by Lana Clark
One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell
Astute Wheel request for more information
Warning: Do not lend SMSF money to members
Harvard Business School Elevator Pitch Builder
Current Books or Businesses for Sale
How Financial Advisors should position their pricing
What would your clients say?
Business Sustainability Check-up
AstuteWheel Makes Financial Planning Sexy
Video Testimonial Special Offer
Seven reasons to use client testimonial videos
Simple Client Value Propositions by Stewart Bell
“Ten rules for a trust-based relationship” by Sue Viskovic
Top 10 ways to stay on top when the Bears are getting you down by Sue Viskovic
Leaping into ownership by Lana Clark
One sure-fire way to increase your revenue and deepen client relationships by Stewart Bell
Astute Wheel request for more information
Warning: Do not lend SMSF money to members
Harvard Business School Elevator Pitch Builder
Insights from a 50 year stock market veteran
Don’t be afraid of the stock market
A common SMSF breach and how to avoid it
How referable IS YOUR BUSINESS?
A similar time in history – Michael Bailey talks
The Michael Bailey Rules!
Do you have any South African clients
Self Employed Planner – Self assessment tool
How referable IS YOUR BUSINESS?
Modern Portfolio Theory Re-visited
Institute of Managed Account Providers interviews OneVue on UMA’s in Australian marketplace
Hydroponic Advisers
Understanding and Overcoming Obstacles to Financial Success
Understanding opt-in
Current Books or Businesses for Sale
Register here as an interested Buyer
Emerging Trends – The Adviser as a Fund Manager
Sydney Mastermind Group Invitation – Financial Planners
Good Leaver Bad Leaver Clause Video
Stamp Duty Video
Warranties Video
Heads of Agreement Video
Restraint of Trade
Bringing in an Equity Partner
Deferred Payments / Clawbacks
GST implications when buying or selling
Drag Along Tag Along Rights Video
Trends in investment in retail wealth management – where is money flowing, why and what is the outlook?
Buying or Selling a Practice – Legal Series (8 Videos)
Being in business in the new, highly regulated Advisory world – Slide Show
