Professional Practice Workshop: how sale ready is your business?
This three-hour workshop brings together business consultants who specialise in succession planning and practitioners who will share their knowledge of transitioning their businesses.
This will be a dynamic, practical workshop that will assist you understand the commercial value and value drivers of a financial planning practice, as well as prepare you to be ‘sale ready at any stage of your business’ growth.
As Executive Director of Bstar business advisory solutions, Scott Monotti is dedicated to assisting Bstar’s Alliance Partners, including accountants and financial advisers, to deliver business solutions to their SME customers via the Bstar viba Alliance Partner program.
Steve Prendeville has enjoyed a successful 30 plus year career in financial services. He began his career in New Zealand, then England working first in banking and then in stock broking. In 1987, he became Australia’s youngest certified investment planner (ACIP).
Over the last 15 years’ experience Steve has facilitated more Financial Planning business sales in Australia than any other individual in Australia.
Steve has run, managed and sold national dealer groups, financial planning and multi-disciplined businesses in Australia and thus his valuation work is not just theoretical but overlaid with actual business sales that he has personally facilitated.
Tim Lane is a leading chartered accountant who specialises in business advisory work and joined Chris Wrightson and the team at Centurion Market Makers in 2017.
He has extensive experience in the financial planning Industry, working over three decades in all of Australia’s capital cities.
Tim’s work is focused on solving the following problems for financial planners: business sale strategies; succession planning for shareholders; business valuation issues and tax strategy and optimal structure.
Terry Bell has spent the majority of his working career involved in the distribution and marketing of financial services.
With over 30 years in the financial services industry, Terry specialises in advising leading companies on the distribution of their products and services. He has considerable knowledge and capability working in independent intermediary distribution channels, in particular funds management and life insurance.
He is one of the founding partners of Business Health, establishing this company in 2000. It is now considered as one of Australia’s pre-eminent practice management groups.
Capital Partners was awarded FPA’s Best Professional Practice in 2017 and has been a fee-based financial planning firm since 1999, providing comprehensive financial planning and wealth management services. The firm is owned by 11 principals and has a team of 28.
David Andrew is motivated by a deep commitment and belief that real wealth management changes peoples’ lives in a positive way. Everything Capital Partners does is based on this belief.
He is also the author of Wealth with Purpose: A Common-sense Guide to Wealth, Investing and an Inspiring Life, a book that seeks to change our attitudes to the way we deal with money. By changing the focus from product, price and performance to values, goals, planning and outcomes, David believes investors will get better results and will also be more inspired and fulfilled.
Stewart commenced as a financial planner with GIO Australia before becoming Director/ Partner , RetireInvest Ballarat in 1997. Over the years, he continued to grow the practice organically until employing another Senior Adviser in 2007. In 2008, he commenced his succession planning strategy. By 2016, he had decided to exit the financial planning space entirely and completed his succession planning strategy. He spent 2017 dedicated to a communication strategy to advise his clients of his decision to explore his next chapter away from financial planning.