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The Price of Perks: How Workplace Generosity Impacts Valuation
A strong culture is a competitive advantage—but if workplace perks lack commercial discipline, they can jeopardise business sustainability.
Feb 27

FinConnect Advisory Group – Your Guide to the Buy-Side Process
When buying into a business—whether it’s equity or the entire entity—it’s critical to have the right guidance and processes in place.
Jan 30

Revenue is vanity, Profit is reality.
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.
Nov 11, 2024

FAAA Congress Stand
Meet FinConnect Advisory Group's Tim Lane and Fiona Ettles at the FAAA Congress in Brisbane.
Nov 4, 2024

Sharing the Pie: Why owning a smaller piece of a bigger pie is a good thing.
Often owning a smaller piece of equity in your business, and focusing on growth in your business can lead to a better financial outcome.
Oct 16, 2024

What's the right level of growth?
Growing your client base overtime is important to ensure the value of your financial planning business doesn't go backwards over time.
Sep 25, 2024

Business Planning
Business planning with your Ownership Group can have a positive impact on how your financial planning business is valued.
Sep 18, 2024

The importance of Shareholder's Agreements
Shareholder's agreements are critical business documents to avoid disputes particularly around the value of your financial planning business
Sep 12, 2024

The purpose of your Financial Planning Business Valuation, and why it matters.
At FinConnect Advisory Group we can tailor our valuation service to you and your needs, meaning you get the maximum value from our service.
Sep 3, 2024

How strategic business planning can impact your Business Valuation
Strategic business planning can help you understand the key drivers to success and build the valuation of your financial planning business.
Aug 28, 2024

Knowing your Data: The ultimate protection in your Business Valuation.
Knowing your data means knowing the value of your financial planning business. What will the market pay? What areas should you focus on?
Aug 21, 2024

Regionality and Business Valuation.
Whilst your financials impact your business valuation, so to do other factors including your location. It's probably not hard to...
Aug 14, 2024

Same Metrics. Different Valuation. How qualitative characteristics can impact your Business Valuation.
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...
Aug 9, 2024

Scale and the impact on your Business Valuation.
With the increasing costs impacting financial planning businesses, scale has never been more important in a financial planning business....
Aug 6, 2024

Passive Shareholders: Do they work?
Before we get started, passive shareholders have a time and place in many businesses. Our experience shows us though, that that the time...
Jul 31, 2024

Market salaries and how they impact your Business Valuation.
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,...
Jul 23, 2024

My Financials say $500,000 Profit. So my Business is worth 6 times that. Right?
We recently helped a Business Owner who was selling their Business. They had essentially agreed the price, but wanted a Valuation to...
Jul 17, 2024

What's the value of my financial planning business?
We still hear a lot of Business Owners talking about their Business Value in Recurring Revenue terms. There are limited scenarios where...
Jul 10, 2024


How to value your financial planning practice in 2024
FinConnect Advisory Group updated Money Management's popular article "How to Value a Financial Planning Practice". Their popular article,...
Mar 20, 2024
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