The dislocation in advice has led to more businesses being sold in the last five years than ever. What do purveyors on either side of the equation need to be aware of? Hear from a practitioner who sold their business and M&A experts on what every business owner needs to do about being prepared for succession.
Sharon McClafferty: Working in the financial services sector since 2006, Sharon is a business builder, consultant, presenter, and CEO at Slipstream Group. Combining experience from Deloitte in London, Scandinavian Investment Banking and now a decade analysing the performance of Australian Accounting and Financial Planning firms, Sharon is a purposeful and goal-driven strategist.
Tim Lane: Tim is an accomplished chartered accountant and an expert business valuer in financial services businesses. Having started his career in dealer groups leading to head of mergers and acquisition roles, before returning to his public practice roots and becoming a partner at Accru Hobart.
Doug Turek: Doug was the managing director of family wealth advisory firm Professional Wealth and is now principal adviser and partner at Minchin Moore.
Chris Dastoor: Chris is the editor of Professional Planner and a Sydney-based financial services journalist with a focus on financial planning. He writes on advice, superannuation, investment, and risk insurance issues.
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