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Showing 141 - 150 of 213 results for "Succession planning"

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
Having a good relationship clients and staff as well as good connections within the community are key when it comes the time to sell a financial planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial ...

BDMs facing major changes without industry support

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... areas including sales and marketing assistance to advisers, business strategic planning, product training, succession planning and compliance monitoring. "To do all these components well is absolutely impossible," Business Health partner Rod Bertino ...

Rainmaker Group appoints Professional Standards Officer

ALICE URIBE  |  MONDAY, 29 APR 2013
... corporate income tax issues, credit, tax structures, estate planning, aged care, social security and business succession planning. "We are excited to have Trevor on board. As the countdown begins to a new advice regime under Future of Financial Advice ...

Countplus makes expansion plans

ALICE URIBE  |  MONDAY, 29 APR 2013
... and on-sold to "C+2", should a listing eventuate. "This is a natural evolution of accounting ownership and succession planning," Countplus chairman said Barry Lambert said. "This opportunity, if successful, could provide an much bigger benefit the Countplus ...

Mills Oakley to launch private wealth service

MARK SMITH  |  TUESDAY, 12 MAR 2013
... Peter Costello AC, provides advice on corporate structuring, asset protection, estate planning, tax, business succession planning, co-ownership issues and business exits. The team will be headed by Melbourne partners Martin Checketts and Jack Stuk, with ...

Half of adviser practices in poor health: Securitor

MARK SMITH  |  WEDNESDAY, 9 JAN 2013
... practice owners will find themselves 'paying the piper' though poorer client retention, lack of effective succession planning and lower practice values. Also highlighted was the fall in the percentage of firms with a documented value proposition and ...

Mid-level PE an outstanding opportunity

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... is looking to engage in funding for management buy-outs, management buy-ins, buy-and-build strategies and succession planning for businesses with annual earnings in the $5 million to $30 million range, with an enterprise value of between $25 and $150 ...

MLC appoints head of client succession

LINDA HAUSKEN  |  WEDNESDAY, 8 AUG 2012
... a lot of experience with transactions involving practices, licensees and associated businesses as well as succession planning strategies. " McLiesh said this is a crucial position for MLC given the increasing number of advisers reaching retirement age ...

Major product changes ahead for planners

ELISE BURGESS  |  MONDAY, 26 MAR 2012
... dealership services offering to bring next generation dealership services to aligned dealer groups with a focus on succession planning. "We all know the number one issue facing these business is succession planning. We have to start thinking seriously ...

Former BTFG chief takes Argo chair

ELISE BURGESS  |  TUESDAY, 7 FEB 2012
... end of February with Martin taking over the role as chairman on March 1 as part of Argo's board renewal and succession planning process which begun with the appointment of new chief executive Jason Beddow in 2010. Jocelyn Morton will replace Darling ...