Episode 31 – Practice Valuations with Tim Lane

Episode 31 – Practice Valuations with Tim Lane
November 13, 2018 Scott Charlton


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.

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Tim Lane’s contact details are

Email: tim@centurionmarketmakers.com.au

Phone: 1300 766 156

Mobile: 0409 792 798

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: scott@slipstreamcoaching.com.au

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

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


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