Adviser Voice Article – What’s driving the sale of financial planning practices: a look at the data that tells the story
What’s driving the sale of financial planning practices: a look at the data that tells the story
Warranties – Checklist for Buyers when buying shares in a business
When buying shares in a business a buyer needs to protect themselves by having sufficien warranties in place in the contract of sale To download a checklist of issues to consider click below Warranties Checklist
Professional Planner Article
https://www.professionalplanner.com.au/2021/02/million-dollar-advisers-at-a-decision-point-ma-experts/
SMS Magazine
https://smsmagazine.com.au/news/2020/11/18/fasea-requirements-driving-adviser-exits/
What’s driving the sale of financial planning practices?
What’s driving the sale of financial planning practices? As a financial services practice broker, it’s important to gain a detailed understanding of vendor motivation to track trends. I recently sat down with my team to look over three years’ worth of data, which captured the motivations of sellers looking to sell their business either [...]
Professional Planner Magazine Article – Practice Sales & Acquisition update
https://www.professionalplanner.com.au/2020/10/licensees-stifling-practice-acquisitions-over-compliance-concerns/
eBook – 5 Key Legal Issues – Practice Sales
Receive Ebook Free eBook This eBook covers 5 critical legal issues that all sellers and buyers of financial practices should understand to achieve the outcome they are seeking. A well negotiated sale can come badly unstuck if poor legal information, advice or representation is relied [...]
