Join us on 23 July 2024 from 11:30 am to 1:00 pm for a transformative webinar aimed at financial planning professionals seeking to enhance the value of their businesses. Hosted by Mark Lewin, a seasoned financial planner with a rich history in the financial markets, and guest speaker Tony Arena, this session promises to deliver insights grounded in extensive industry experience and success.

About Mark Lewin:

Mark Lewin has dedicated over three decades to the financial sector, beginning his career in 1982 in London and transitioning to financial planning in 1995. After selling his successful planning business in 2019, Mark now focuses on assisting other financial planners in enhancing their business value through effective procedures, robust compliance, and strategic outsourcing.

Key Topics Covered:

Building Your Information Memorandum: Learn how an Information Memorandum is not just vital during a sale but serves as a strategic tool for ongoing business management, impacting daily decisions and long-term planning.

Business Quality Calculator: Explore the Business Quality Indicator tool developed by Back Office Hero (BOH) to self-assess and grow your business valuation based on criteria valued by top brokers.

Ranking Your Clients: Discover the benefits of detailed client analysis to guide your business towards a more successful trajectory through the BOH Client Ranking Analysis.

Transferability: Understand how to maintain the operational integrity and value of your business when planning for succession or sale.

Charity Initiative:
We are proud to announce that all fees collected from this webinar will be donated to the Cerebral Palsy Alliance. By participating, you contribute not only to the growth of your business but also support a noble cause.

Enhance your financial planning business's value and operational efficiency by leveraging expert insights and proven tools. Secure your spot today to take a significant step toward a successful and impactful business transition.