Maximising the Value of your Practice

Hear from experts - learn trends - what's driving advice practice valuations - and what you can do to maximise your outcome.

As the advice profession undergoes tumultuous change, the focus can become more about surviving than thriving. In the meantime, we can easily lose sight of practice valuations and the opportunities out there.

What's really happening with practice valuations in the marketplace? and
What can you do to maximise your outcome?

That’s why you can’t afford to miss this session, featuring Tim Lane (bio), Principal of Centurion Market Makers, and David Haintz (bio), Principal of Global Adviser Alpha.

Tim is plugged into the market value and current trends of planning businesses; David understands how to transform your value proposition.

Together, they provide a roadmap to success.

This session is not to be missed!

About Tim

Tim is a leading chartered accountant who specializes in business advisory work, and has extensive experience in the financial planning industry over three decades in all of Australia’s capital cities. His financial services experience includes:

Financial controller/CFO for a state bank (Trust Bank)
Financial controller/CFO for an AFSL
Practice Development Manager for Genesys & Garrison
Head of mergers and practice acquisitions for Genesys & Garrisons

During his career Tim has worked extensively with financial planning practices and has a deep understanding of the evolution of the industry. To date he has focused on numerous projects related to valuation and succession for financial services businesses. This includes:

Practice valuations
Practice re-structures
Minority equity positions
Single expert witness reports on Matrimonial matters
Succession related tax strategies
Equity models and listing strategies
Due Diligence

Tim has worked with financial planning practices of all sizes from multi partner practices to sole practitioners. Tim provides many clients strategic development and succession via an advisory board role.

Tim qualified as a chartered accountant in 1991; in addition to his Australian career, he spent two years working for Ernst & Young in Eastern Europe. His career involvement in financial services commenced in 1995 when he returned to Australia. He has been working in the financial services industry ever since.

About David

David Haintz is a Certified Financial Planner (CFP) and a past director of the Financial Planning Association of Australia (FPA), in which time he was instrumental in the push for professionalism. He has had a 26 year career with his own firm and subsequently became a founding director of Shadforth Financial Group, with over 100 advisers; which was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue and $58m EBIT.

David was the sixth adviser in Australia to be awarded a Fellow of the FPA and served on the FPA Disciplinary Committee for seven years, the FPA Professionalism Committee for six years and was a National Judge at the FPA’s inaugural Value of Advice Awards. He is a founding trustee of the Future2Foundation, lectured at the FINSIA for six years and has
been a member of the international Financial Planning Standards Board – Developing Markets Practice Management Working Group.

He has presented at international conventions such as the UK Institute of Financial Planning and the South African Institute of Financial Planning conferences; in 2017 had consulting engagements in 18 countries including diverse locations such as the UAE, Germany, India and Norway.

David remains the only adviser in Australia to be awarded the two prominent awards - Australian Financial Planner of the Year (2005) and Australian Best Practice of the Year (2004).

In 2017, David launched a book titled The Life-First Advisor – How the new financial coach connects ‘money’ with ‘meaning’.

Having departed Shadforth in 2015, he has established Global Adviser Alpha – a B2B consultancy with a passion for helping leading global advice businesses become world class and achieve outstanding result for all stakeholders.