The absence of efficient client relationship management (CRM) systems and processes will dramatically lower the value of a business. Brokers who are asked to value a financial planning or accounting practice will typically discount the sale value if the principals don’t have accurate client records sitting on a modern CRM platform. Most buyers understand that
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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