High revenue numbers are great, but not if profit isn't growing too. Don't forget to keep an eye on your margins while your revenue grows.

Meet FinConnect Advisory Group's Tim Lane and Fiona Ettles at the FAAA Congress in Brisbane.

Often owning a smaller piece of equity in your business, and focusing on growth in your business can lead to a better financial outcome.

Growing your client base overtime is important to ensure the value of your financial planning business doesn't go backwards over time.

Business planning with your Ownership Group can have a positive impact on how your financial planning business is valued.

Shareholder's agreements are critical business documents to avoid disputes particularly around the value of your financial planning business

At FinConnect Advisory Group we can tailor our valuation service to you and your needs, meaning you get the maximum value from our service.

Strategic business planning can help you understand the key drivers to success and build the valuation of your financial planning business.

Knowing your data means knowing the value of your financial planning business. What will the market pay? What areas should you focus on?

Whilst your financials impact your business valuation, so to do other factors including your location. It's probably not hard to...

Valuation is often referred to as more art than science. It's the aspects that aren't purely financial that can be hard to quantify. Take...

With the increasing costs impacting financial planning businesses, scale has never been more important in a financial planning business....

Before we get started, passive shareholders have a time and place in many businesses. Our experience shows us though, that that the time...

In Valuations, we see a range of salaries paid to Business Owners. Some market, some low for tax purposes or as part of salary packaging,...

We recently helped a Business Owner who was selling their Business. They had essentially agreed the price, but wanted a Valuation to...

We still hear a lot of Business Owners talking about their Business Value in Recurring Revenue terms. There are limited scenarios where...

Today our related Accounting Firm, Accru Hobart, announced two brand new equity owners! An exciting day for any firm, let alone one that...

We often talk to Advisers who are still working in their business, years after they expected to retire. It’s unfortunate that financial...

When I was in talks to buy equity, I remember distinctly being told “you have to keep knocking on the door”, it was never an offer, or a...

We often talk about the challenges to buy equity, however it’s important to acknowledge there are significant challenges for the seller –...