Video Testimonials
Testimonials
Selling your business
Podcasts
Media
Legal Issues
Financing your Business
eBook
Buying a business
60 Seconds Video Series
The importance of good data when selling a business
The importance of Good Data when Selling a Business...
Google Review
...
Barbara Behan tips
Tips from a Successful Seller...
Testimonial Video
Testimonial Video – Darren Joseph...
Testimonial – Cliff’s Full Story
Testimonal – Cliff Everett Full Story...
Testimonial from a buyers perspective
Testimonial from a Buyer’s Perspective...
Testimonial Video
Testimonial Video – Cliff Everett...
Warranties in a Contract of Sale
Warranties in a Contract of Sale The sale of an established Financial Planning o...
Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198
Tips for Buying and Selling Financial Planning Practices – Episode 198 ...
Podcast – Legal Issues when Buying or Selling a Business – Episode 42
Podcast – Legal Issues when Buying or Selling a Business – Episode 4...
Top 5 Ways to exit a Financial Services Business
Top 5 Ways to exit a Financial Services Business We speak to partners, business ...
What’s Driving the Sale of Financial Planning Businesses?
What’s driving the sale of financial planning practices? As a financial servic...
Million-dollar advisers at a ‘decision point’: M&A experts
Million-dollar Advisers at a “Decision point”: M&A Experts Visit...
Succession planning will exceed sale strategies: M&A brokers
https://www.professionalplanner.com.au/2022/07/succession-planning-will-exceed-s...
‘Everything is scrutinised’: M&A due diligence process triples
‘Everything is scrutinised’: M&A due diligence process triples...
Limited supply for advice M&A market: ‘It’s not the mass exodus many predicted’
Limited Supply for Advice M&A Market https://www.professionalplanner.com....
AB Accounting and Business Article
What’s driving the sale of financial planning practices? As a financial servic...
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 th...
The importance of good data when selling a business
The importance of Good Data when Selling a Business...
What’s driving the sale of financial planning practices?
What’s driving the sale of financial planning practices? As a financial servic...
5 Key Legal Issues
The Top 5 Legal Issues when buying or Selling a Financial Service Practice https...
Succession Workshop Video
Succession Workshop...
Negotiation – Aspirations and BATNA
Negotiation – Aspirations and BATNA...
Red Flags & Dealbreakers
Red Flags and Dealbreakers...
What is my Business Worth?
What is my Business Worth?...
The right buyer
The Right Buyer...
How long does it take to sell a business
How long does it take to Sell a Business...
Preparing your business for sale
Preparing your Business for Sale...
Importance of anonymity when selling your business
Importance of Anonymity when Selling your Business...
Red Flags and Dealbreakers
Red Flags and Dealbreakers...
Price Vs Value
Price Vs. Value...
What is my Business Worth ?
What is my Business worth?...
Testimonial Video
Testimonial Video – Darren Joseph...
Mistakes Vendors Make
Mistakes Vendors Make When Selling their Financial Services Business When it com...
Podcast – How to sell my accounting Practice Episode 38
Podcast – How to sell my Accounting Practice – Episode 38 How to ...
Podcast – Mistakes When Selling a Practice Episode 43
Podcast – Mistakes when selling a Practice – Episode 43 Steven Fi...
Podcast – How to Exit – Episode 67
Podcast – How to Exit – Episode 67 Steven Fine of Growth Focus wi...
Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198
Tips for Buying and Selling Financial Planning Practices – Episode 198 ...
Podcast – Legal Issues when Buying or Selling a Business – Episode 42
Podcast – Legal Issues when Buying or Selling a Business – Episode 4...
Podcast – How to sell my accounting Practice Episode 38
Podcast – How to sell my Accounting Practice – Episode 38 How to ...
Podcast – Mistakes When Selling a Practice Episode 43
Podcast – Mistakes when selling a Practice – Episode 43 Steven Fi...
Podcast – How to Exit – Episode 67
Podcast – How to Exit – Episode 67 Steven Fine of Growth Focus wi...
Licensees stifling practice acquisitions over compliance concerns
Licensees stifling practice acquisitions over compliance concerns Increased comp...
Podcast – Tips for Buying and Selling Financial Planning Practices – Episode 198
Tips for Buying and Selling Financial Planning Practices – Episode 198 ...
Podcast – Legal Issues when Buying or Selling a Business – Episode 42
Podcast – Legal Issues when Buying or Selling a Business – Episode 4...
What’s Driving the Sale of Financial Planning Businesses?
What’s driving the sale of financial planning practices? As a financial servic...
Succession planning will exceed sale strategies: M&A brokers
https://www.professionalplanner.com.au/2022/07/succession-planning-will-exceed-s...
‘Everything is scrutinised’: M&A due diligence process triples
‘Everything is scrutinised’: M&A due diligence process triples...
Limited supply for advice M&A market: ‘It’s not the mass exodus many predicted’
Limited Supply for Advice M&A Market https://www.professionalplanner.com....
AB Accounting and Business Article
What’s driving the sale of financial planning practices? As a financial servic...
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 th...
What’s driving the sale of financial planning practices?
What’s driving the sale of financial planning practices? As a financial servic...
Succession Workshop Video
Succession Workshop...
Podcast – Mistakes When Selling a Practice Episode 43
Podcast – Mistakes when selling a Practice – Episode 43 Steven Fi...
Podcast – How to Exit – Episode 67
Podcast – How to Exit – Episode 67 Steven Fine of Growth Focus wi...
Warranties – Checklist
Warranties – Checklist https://vimeo.com/manage/videos/264017344 When buyi...
Restraint Clause Video
Restraint Clauses...
Warranties Video
Warranties...
Due Diligence Timeframes
Due Diligence Timeframes...
Deal Drivers
Deal Drivers...
Protecting your information
Protect your Information...
Share vs Asset Sale
Share Sale vs Asset Sale...
Due Diligence
Due Diligence...
Restraint of Trade vs Restrictive Covenants
Restraint of Trade vs Restrictive Covenants...
Earn Outs and Deferred Payments
Earn Outs and Deferred Payments...
Clawbacks
Clawbacks...
Where are Deals Won and Lost
Where are Deals Won and Lost...
Other Ways for Sellers to Protect Themselves
Other Ways for Sellers to Protect Themselves...
Seller Warranties
Seller Warranties...
Purchase Agreement Considerations
Purchase Agreement Considerations...
Due Diligence on Buyers
Due Diligence on Buyers...
Retention Clause Video
Retention Clauses Video...
Choosing the right Lawyer Video
Choosing the right lawyer...
What should the contract of Sale include ?
What should the Contract of Sale Include?...
What is my Business Worth ?
What is my Business worth?...
Top 5 Ways to exit a Financial Services Business
Top 5 Ways to exit a Financial Services Business We speak to partners, business ...
5 Key Legal Issues
The Top 5 Legal Issues when buying or Selling a Financial Service Practice https...
Mistakes Vendors Make
Mistakes Vendors Make When Selling their Financial Services Business When it com...
Why are some Buyers more successful than others?
Why are some Buyers more successful than others? We speak with financial service...
Warranties in a Contract of Sale
Warranties in a Contract of Sale The sale of an established Financial Planning o...
Million-dollar advisers at a ‘decision point’: M&A experts
Million-dollar Advisers at a “Decision point”: M&A Experts Visit...
Warranties – Checklist
Warranties – Checklist https://vimeo.com/manage/videos/264017344 When buyi...
What’s driving the sale of financial planning practices?
What’s driving the sale of financial planning practices? As a financial servic...
The importance of good data when selling a business
The importance of Good Data when Selling a Business...
Red Flags & Dealbreakers
Red Flags and Dealbreakers...
What is my Business Worth?
What is my Business Worth?...
The right buyer
The Right Buyer...
How long does it take to sell a business
How long does it take to Sell a Business...
Preparing your business for sale
Preparing your Business for Sale...
Importance of anonymity when selling your business
Importance of Anonymity when Selling your Business...
Red Flags and Dealbreakers
Red Flags and Dealbreakers...
Price Vs Value
Price Vs. Value...
What is my Business Worth ?
What is my Business worth?...
Buying a Practice – What Are Lenders Looking For?
Buying a Practice – What are Lenders looking for?...
Tips from a Succesful Seller
[fusion_builder_container hundred_percent=”yes” overflow=”visi...