In this episode, Rob sits down with Tim Lane, a seasoned chartered accountant and the founder of FinConnect Advisory Group. Tim has been active in the financial planning industry for 25 years and in this episode, he shares his expertise on the intricacies of valuing financial planning businesses and offers practical advice on succession planning. He delves into the key factors that can drive or detract from a business's value, and how financial advisers can prepare their firms for a profitable sale or transition.
Whether you're looking to sell you're business soon or increase its value for long-term growth, this conversation is packed with actionable advice.
The Trusted Adviser