There is abundant change on the horizon for Financial Planning business. With education changes and Royal Commission lead future outcomes, there certainly be transformation in businesses and opportunities will be presented to Financial Advisers. Our presenter Scott Harris will discuss what is involved in buying and selling a financial planning business in 2018.

Meet the Guest Speaker Scott Harris 

There is abundant change on the horizon for Financial Planning businesses. With education changes and Royal Commission lead future outcomes, there certainly will be transformation in businesses and opportunities presented to Financial Advisers. Our presenter Scott Harris will discuss what is involved in buying and selling a financial planning business in 2018.

His presentation will focus on:

• Steps involved in buying a book.
• Main aspects to make your business sale ready.
• Tips and traps for Advisers looking to buy into a business/succession plan.
• Succession plan versus buying a third party business.
• Valuing a business in the current climate?
• Funding the purchase of the book. What’s involved?

Register for the event.