A beautiful summation of the conflict between heart and head
Fidelity Life and Southern Cross in with a chance at the 2019 CIO awards

Adviser Valuation Seminar

Great to see a full house at our recent seminar on valuation of adviser business, and to have the feedback on the areas you would like to know more about. 

Valuations are useful for all sorts of reasons - not just for buyers and sellers - buy-ins, staff bonus plans, borrowing for growth, restructuring, and sorting out disputes. The best valuation has a firm foundation in both comparison to the marketplace, and a sound accounting basis. 

If you want to learn more about adviser business valuation, then drop me a line, as we are going to follow up the recent session at another Auckland venue, and in Wellington and Christchurch in the next couple of months. Business development managers interested in the subject are also welcome to join us. 

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