Episode 31 – Practice Valuations with Tim Lane

In The Slipstream

In this episode, we talk with Tim Lane of Centurion Market makers about practice valuations. Amongst a range of interesting topics, we explore trends in valuation including why there is a difference between CBD firms and regional firms. For planners, we also canvass discuss the impact that the Royal Commission and FASEA may have on valuations and of course, we touch upon the perennial issues of recurring revenue and BOLA’s for financial planning firms. For accountants we consider the favourable valuation impact of introducing a monthly recurring revenue model.

Listeners will also hear about the complimentary telephone consultation that Tim offers to other practitioners about practice valuation.

Tim also shares some interesting aspects from his experience with respect to developing a speciality within one’s firm – accumulating the expertise, systems, team members, marketing and strategic partnership.

On top of all this, we look at the musical career that Tim has forged for himself and his group The Backstick Agenda alongside his day job at Centurion.

Tim Lane’s contact details are

Email: [email protected]

Phone: [phone]

Mobile: [phone]

Web: https://centurionmarketmakers.com.au/

Linked In: https://www.linkedin.com/in/tim-lane-3513719/

Keep in mind the complimentary (and highly valuable!) consultation that Tim offers to practitioners regarding practice valuation and related issues – partnership matters, entry of new partners etc.

To take an interest in Tim’s music

Facebook: The Backstreet Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Scott’s contact details are:

Email: [email protected]

Phone: [phone]

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton