VALUING A PRACTICE

 

  

 

 

 

 



 

 

MARKET APPRAISAL

Based upon our recent commercial experience, Centurion can provide an indicative value of your Financial Planning business.

What is my business worth?

There are many factors to consider when determining the value of a business.

These include: 

  • any buyers objective and perception of value;
  • your practices growth potential;
  • the platforms you utilise;
  • your client segments;
  • the advice model and client service proposition;
  • any perceived compliance risks;
  • the client fee structures and security of ongoing revenue,
  • the supply and demand for practices in your area.

 

 Contact: 1300 766 156

 

What makes a Financial Planning business attractive and drives value? 

 

VALUATIONS


For formal business valuations Centurion Market Makers refers too:

TIM LANE

(Partner, Accru Chartered Accountants and Business Advisors)

tlane@accruhob.com.au

(03) 6244 5044  

 

Tim has extensive experience in valuing financial planning practices and nine years working with a major dealer group as the executive responsible for succession.

 


Tim focuses on what a business is worth and looks at ways to enhance that value.