Wednesday 7th July – Bring in the Experts Webinar – Succession planning for your business and how to value your business

We have a panel of experts discussing why, when and how do you value your business. Some of the key questions which will be answered during the webinar are:

1.       When do advisers need a valuation?
2.       What is the benefit of getting a valuation?
3.       How long does a valuation take?
4.       What valuation methods are used?
5.       Do you simply use the industry average of 4 times?
6.       How long are valuations valid for?
7.       How do advisers decide whether they need a renewal, business, or a joint valuation?
8.       How can advisers use their valuation?
9.       How much information do advisers need to provide?
10.   What are the valuation steps?
11.   How involved are advisers in the valuation process?
12.   How credible is the valuation?

This webinar will be valuable to those advisers looking at both selling and buying financial advice businesses in the future. It is a process you will have to undertake for succession planning for your advice business.

Click here to register

Our experts are:

Russell Hutchinson, Russell has around 30 years’ experience in financial services, having held general manager and director level positions and has set up online financial services businesses for major international brands, and built bootstrap start-ups in fintech and insurtech.

Since 2000 Russell has run Chatswood Consulting, a successful management consultancy focused on financial services marketing and distribution. He owns the insurance product research company, Quality Product Research Limited, the business that runs Quotemonster and owns half of Advicebridge Limited. He is a regular writer on the life and health insurance sector.

Malcolm Powell, Retired Financial Adviser Malcolm has recently gone through the process of having his business valued. As a financial adviser his core values are to help people plan for crisis, to provide relevant advice that is easily understood and to make a significant difference in the life of others

Specialties: Specialising in personal risk, such as medical insurance, income protection, trauma insurance, total disability, life insurance. Shareholder protection and keyperson insurance a speciality

Kurt Owen, Chartered Accountant, Kurt is an experienced accountant who works alongside various SMEs throughout New Zealand while also leading the team at BASE. Kurt has a broad range of skills, having been involved in extensive tax advisory work (both national and international), insolvency work throughout New Zealand, forecasting for capital raise projects, due diligence assignments, valuations as well as core financial accounting services for SMEs.
Kurt has been involved in valuations of life insurance books and has developed strong industry knowledge working alongside Russell on joint projects.  Kurt owns half of Advicebridge Limited

How do I join the webinar series? Zoom Link – simply click on the link to register for the series

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost?  This webinar is offered FREE to Financial Advice Members and $50+gst for non-members (non-members please email info@financialadvice.nz).

CPD will automatically be applied to member’s accounts. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.