Practice Sale
Maximise your valuation and minimise your risk with our proven 6 step methodology. We advise you through a business sales process that maximises sale value, negotiates with buyers and conducts the transaction to meet the diverse needs of shareholders, the people in your Practice, and importantly, your clients.
Succession Planning
Thinking about succession? Make sure everyone is on the same page. We facilitate a process that assists all owners to define their specific succession objectives and timeframes, reconcile these with the needs of existing shareholders and provides structural options that can underpin an actionable succession plan.
Practice Valuation
Know where you stand and what to expect. We perform market value appraisals incorporating a review of the business and examination of the 8 key items that buyers assess when reviewing an acquisition opportunity and which significantly influence perceptions of value and risk.
Practice Finance
Save time, money and get the loan and lender that’s right for you. With our in-depth understanding of the Financial Planning finance market and experience with transactions and business lending, we can assist practices and business owners with their financing needs.