Valuing an advice business post the Royal Commission
PUBLISHED
2018-09-17
Content
A massive shake-up looms for firms offering financial advice when the Royal Commission releases its findings and recommendations. In the attached video, Greg Quinn from Chase Corporate Advisory gives Informed Investor his views on how an advice business will be valued into the future.
Key points in the video :
- The ways in which the Royal Commission has affected how advice businesses are being priced
- The current level of activity in this market and changes in strategy ahead of the RC report
- What the future holds for the Advice Industry
- How advisory firms can maximise their sale value at present
Author
| Name | Greg Quinn | Executive Director, Chase Corporate Advisory Greg is a Certified Financial Planner and has over 15 years' experience in Mergers & Acquisitions within the Financial Services industry (Financial Planning & Accounting). Prior to becoming a Director at Chase Corporate Advisory, Greg held senior executive positions at both Deutsche Bank (4 years) and AMP /ipac Securities (15 years).Greg has completed over 70 individual transactions within the Financial Planning and Accountings sectors representing over $9b of Funds under Advice. Greg is one of the most experienced Financial Services Mergers & Acquisitions executives and with this comes a deep understanding of sector. |