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sfine

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About sfine

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So far sfine has created 67 blog entries.

What’s driving the sale of financial planning practices?

By |2020-11-04T10:45:50+00:00|Buying a business, Finance, Selling your business|

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

By |2020-11-04T09:47:52+00:00|Buying a business, Finance, Financing your Business, Legal Issues, Selling your business|

https://www.professionalplanner.com.au/2020/10/licensees-stifling-practice-acquisitions-over-compliance-concerns/

eBook – 5 Key Legal Issues – Practice Sales

By |2020-08-30T06:14:20+00:00|All, Legal Issues, Selling your business|

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 [...]