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Adviser business valuation

Whether you are trying to understand what the changing legislation means for your adviser business or you are thinking of having your client base valued; valuing a business for whatever reason can be a complex and tricky process. Whether it be for preparing to exit your business, bringing a partner into your business or buying into an existing business, there are many factors that come into play.

If this is the case, our adviser business valuation seminars designed to educate advisers about valuations is for you. With Kurt Owen, Senior Accountant & Consultant at BASE, we are running free valuation seminars around the country in the coming months.

The first will be held in Auckland on 7 August from 12 pm to 1.30 pm at the Novotel Auckland Ellerslie. A light lunch will be supplied. Click here to register

Our next stop will be Tauranga on 4 September at Charthouse from 10 am to 11.30 am. Morning tea will be supplied. Click here to register

We will be in Hamilton on the afternoon of 4 September at the Claudelands from 3 pm to 4.30 pm. Afternoon tea will be supplied. Click here to register

Those in Dunedin, Christchurch and Wellington, will have the opportunity to attend our valuation seminar that will be held in conjunction with ANZ and Cigna. Details to be advised. All seminars will be focused on:

  • Exploring the factors that make a valuation necessary
  • The ways an adviser may use a credible valuation
  • The relevance of valuations in relation to current issues
  • The effect of recent agency and commission changes on valuations
  • The marketplace for adviser businesses - and some of the experience of advisers in buying and selling

If you have any question about any of the seminars, please do not hesitate to contact either Russell or Jerusalem or call us on 09 480 9535



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