Business Succession & Exit Planning for Financial Planning Businesses - Succession Plus

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Business Succession & Exit Planning for Financial Planning Businesses

Business Succession & Exit Planning for Financial Planning Businesses

$0.00

Find out the latest trends in the Financial Planning industry at our free 1-hour workshop.

Starts at: 03:30 p.m.

Ends at: 04:30 p.m.

Location: Online

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Description

Each industry faces different issues and is dependent upon different drivers in terms of sales cycles, valuation multiples and industry benchmarking.

The average financial adviser age within the Financial Planning industry is 45 years. The average revenue an adviser generates is $125,000 and the industry revenue is expected to increase only at an annualised 1% over the next five years. Research in the United States show that many advisers plan to exit the industry within the next decade however, only one in three have a succession plan in place; similar patterns are occurring in Australia.

We have completed a major research project for business owners in Financial Planning and have summarised the findings into an industry whitepaper to also be presented at this workshop.

To find out how businesses in your industry are valued and know the latest trends in succession planning and how to maximise the value of your business and achieve a successful exit, download a copy of our whitepaper and register for this event.

Event Details

Date: 21 May, 2020

Email: info@successionplus.com.au