Resource Site for Financial Planners in Australia

Archive for the ‘Practice Sales’ Category

Current Books or Businesses for Sale

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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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The NEWS Personal Leadership Workshop

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The NEWS Personal Leadership Workshop This is a two-day workshop designed to develop and articulate the participants’ authentic internal compass. Using the NEWS Model, it takes participants on a discovery journey into each of the four directions of their compass and provides them with the tools to (more…)

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AstuteWheel Makes Financial Planning Sexy

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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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Leaping into ownership by Lana Clark

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There is a big difference between working for someone and being the big kahuna, the head honcho, the boss! Are you the sort of person more suited to working in a salaried financial planning position, or do you see yourself calling the shots, with all the extra (more…)

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Astute Wheel request for more information

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Request for more information                          FirstName LastName Title Email Company City Post Code Phone Comments / Message / Requests Testimonials : Click Here For a Demo : Click Here What is the Astute Wheel ? Click (more…)

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Harvard Business School Elevator Pitch Builder

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You have one minute to explain yourself your goals and your passions. Your audience knows none of these. Are you prepared ?   Whether you are trying to raise capital, promote your company, or promote yourself, it’s essential to have an elevator pitch. You need to communicate your (more…)

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Do you have any South African clients

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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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Current Books or Businesses for Sale

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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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Register here as an interested Buyer

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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 REGISTER HERE   (more…)

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Buying or Selling a Practice – Legal Series (8 Videos)

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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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Register here as an interested Seller

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Selling When it’s time to reap the rewards of all your years of effort devoted to nurturing your Financial Planning Practice, a little advance planning can pay off handsomely. We provide services that allow you to prepare to sell your practice now, or in five to ten (more…)

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Warranties – Buying or Selling a Practice (Legal Series)

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Contact details Sydney   (02) 8090 6586 Perth   (08) 6102 1483 Melbourne   (03) 9010 6202 Brisbane   (07) 3040 3089

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Selling your financial Planning Practice – Preparation builds value

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Emotions and Selling your business

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Legal Series : Indemnities when selling a Financial Planning Practice.

Legal 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…)

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Legal Series : Drag along and tag along rights

Legal 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…)

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Legal Series : Gst and Stamp Duty Implications When selling a Practice

Legal 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…)

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Legal Series : Good Leaver, Bad Leaver Clause

Legal 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…)

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Legal Series : Business Sale Warranties

Legal 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…)

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Legal Series : 3 Most common reasons a business sale comes unstuck

Legal 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…)

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Legal Series : 5 key principles for succession planning

Legal 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…)

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Legal Series : Three tips and Traps for bringing in a partner

Legal Podcast Series : 3 tips and Traps for Bringing in a partner Steven Fine from FP Exchange talks to Martin Checketts on tips and traps for bringing in a partner.. For more specific information on this topic call Martin Checketts Partner at Mills Oakley T: 61 3 9605 0999 (more…)

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Legal Series : Succession Checklist Interview

Legal 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…)

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Due Diligence Checklist

Due 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

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Legal Tip : Stamp Duty Issues when Buying or selling a practice

Stamp 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…)

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Succession Planning Workshops scheduled for Sydney and Perth

Succession 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…)

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Selling a Practice ? The deferred Payment

THE DEFERRED PAYMENT When selling a financial planning business or client register, it is common for some part of the sale price to be deferred and adjusted based upon the amount of the recurring revenues received by the buyer in (usually) the period of 12 months following (more…)

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Selling a Financial Planning Practice : Limit your liability

Limit 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…)

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Bringing in a Minority Shareholder

Bringing 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…)

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Poor tax structuring advice can cost business owners on exit.

Martin 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…)

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Financial Planning Benchmarks from Business Health

Breakout 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…)

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Client Segmentation – Excel Template

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Key Legal Issues when Selling a Financial Planning Practice

Key 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…)

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Legal issues when Buying 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 FP Exchange on the (02) 8090 6586 Legal issues when buying a Financial (more…)

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Self Employed Planners / Merge Opportunities

FP Exchange has a number of opportunities for Self Employed Planners Seeking to either merge with a larger organisation, exit or switch Dealer Groups. There are also a number of opportunities for a planner to increase the size of their business by taking on an additional large (more…)

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Thank you your details have been received  http://elixirconsulting.com.au/   

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THANK YOU

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Thank you for registering for the AstuteWheel Demonstration. Please put it in your diary. We will pass on your request to the AstuteWheel Team and they will contact you soon with the Venue details.

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