DKN offers a solution to financial planning practices that are in the market for acquisition, succession and expansion assistance, including equity positions.
Within the financial services industry there are a range of demographic issues facing owners of financial planning and accountancy businesses. Some business owners are at an age when they are looking to release some capital by way of a full, partial or gradual sale of their business. Other business owners are at a stage where they are looking to supplement the organic growth of their business with suitable asset acquisitions.
Over the coming years the industry will see substantial succession and merger activity within financial planning practices. During this period the industry will produce a significant number of professional, profitable financial planning practices within the non aligned sector.
DKN has access to a range of strategic solutions that can assist financial services practices whether they are buyers or sellers, regardless of their revenue or profit size.
Please find below a series of reference documents and tools to assist you in your planning.
- What banks are looking for in a lending submission
- ‘Anytime is the right time’, by Rachael Dunne, as appeared in Money Management Technical Adviser, May 7 2009
- Hall & Willcox Lawyers Shareholder Agreements, information sheet
- Hall & Willcox Lawyers, Shareholders deed instruction sheet
Acquisition and Succession tools
- Typical steps in a transaction
- Is your business ready to be sold today?
- Understanding your succession goals
- Emergency succession planning checklist
DKN continues to receive enquiries from businesses (both financial planners and accountants) who are seeking to acquire a business or would like to merge business operations with another practice to achieve scale, expand their current service offering and/or maximise operational facilities.
For further information or to enquire about how we can assist with your Acquisition and Succession plans please complete the form below or contact Rachael Dunne, Executive Director Acquisition & Succession on 03 9667 0703.