At Centurion, we speak to financial planners every day about all manner of problems they are facing; whether to buy a client book, sell a client book, merge with another planner or business, or enter into an internal succession plan. Whatever the question, it all comes back to one principle: Know, Like and Trust It is relevant to each and …
How to Protect Your Business Value
The Covid19 Pandemic has highlighted, particularly in China, Europe, and the USA, that we never know when our time is up. There has never been a more important time to get your ‘ducks in a row’ to ease pressure on yourself, and your family, if the worst case happens.
Covid19 and Valuations / Sales of Financial Planning Practices
We have had plenty of queries over the last 2-3 months regarding what Covid19 is doing to your business valuation or prospective sale – a reasonable question, give such an uncertain time.
Vlog: Practice Valuations Maintained due to Profitability
There have been some recent comments from some of my colleagues who work in the succession space that practice valuations have maintained through the COVID-19 crisis.
Watch our latest vlog to know our thoughts about this.
Vlog: BOLR Gone! The world of practice valuation has changed
There’s a lot of noise in the industry about the changes to BOLR.
This Vlog explores this issue and provides some context for the future.
Vlog: Internal Succession to realise value is now the time
Selling your practice to an Internal Successor is often overlooked as an option, but has some clear advantages. This Vlog explains why.
Vlog: Business Owners Get Valuation Wrong 99% of the time
Most practice owners get the valuation of their practice wrong. This 2 minute vlog explains why!
Vlog: Grandfathered Commissions: What is the Real Value now?
In this 3-minute vlog, we will tell you how grandfathered commissions are effecting practice valuations in a significant way. Let’s discuss why! Contact us today for a valuation. Email us at info@centurionmarketmakers.com.au or call us at 1300 766 156. Tim Lane is a leading chartered accountant who specializes in business advisory work and joined Chris Wrightson and the team at Centurion …
Vlog: Effect of Labor’s Proposed Policy on Franking Credits
Please check out our latest vlog: Effect of Labor’s Proposed Policy on Franking Credits Contact us today for a valuation. Email us at info@centurionmarketmakers.com.au or call us at 1300 766 156. Tim Lane is a leading chartered accountant who specializes in business advisory work and joined Chris Wrightson and the team at Centurion Market Makers in 2017. He has extensive …
Vlog: The Ideal Client
Please check out our latest vlog: The Ideal Client Contact us today for a valuation. Email us at info@centurionmarketmakers.com.au or call us at 1300 766 156. Tim Lane is a leading chartered accountant who specializes in business advisory work and joined Chris Wrightson and the team at Centurion Market Makers in 2017. He has extensive experience in the financial …