Dealer Group Summit II – closing soon!

Professional Planner is running the second Dealer Group Summit in December. This event is tailored to the chief executives, managing directors and senior management of dealer groups and licensees. There are only limited places still available.

CLICK HERE to go to the conference website for full details and to register to secure your place.

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Advice business valuations ‘critical’ if CGT changes pass

Advice business valuations ‘critical’ if CGT changes pass

Getting valuations of advice practices will be critical for succession planning for business leaders if the Albanese government’s tax changes come through, according to a pair of M&A experts. Having a valuation of an asset for 1 July 2027 when the changes come in will drastically make calculating future capital gains easier.

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