Financial Planning Webinar
Elevate your financial planning practice with on‑demand webinar training that shows you how to systemise your operations, boost business value and stay sale‑ready at any time.Discover how to shift from practice owner to business manager by designing a business system that frees you from the day‑to‑day and maximises enterprise value.
From Practice Owner to Business Manager: Growing Your Business Value
Are you running a practice, or managing a business? For many financial planners, the first 15 years are spent loving the advice but struggling with the operations. Mark Leuen experienced this firsthand before discovering the “secret sauce” to business valuation: The Business System.
Here are the five pillars to maximize your enterprise value and become “sale-ready” at any moment.1. Build a Business SystemA business system is the foundation of consistency. Think of McDonald’s or Toyota—they rely on “boring consistency” to deliver the same quality every time.
- The Goal: Create a system where the business can operate independently of the owner [47:35].
- The Result: High consistency leads to client trust (turning them into advocates) and significantly higher multiples during a sale [01:05:34].
- Why it works: It forces you to look at your metrics (FUM, retention, ratios) annually.
- The Transformative Effect: When you know a decision will affect your next IM, you make better, data-driven choices [15:23]. It ensures you are “sale-ready” even if you have no plans to sell for 10 years [58:32].
- Clean data allows for accurate trend analysis and gives buyers confidence during due diligence [52:16].
- Efficiency: Use templates for meeting file notes and annual reviews.
- Outsourcing: Once you have clear procedures, you can successfully outsource administrative tasks (like annual review documents) without sacrificing quality [35:04].
- Capacity: Removing low-profit clients opens space for “A-grade” clients who value your service.
- Tools: Use an Ideal Client Calculator to set minimum requirements for new prospects [57:33].
The Bottom LineWhen opportunity knocks, will you be ready? Mark Leuen sold his business within five months of a chance meeting because he already had his 2019 IM ready to email [43:06]. By transitioning from a practitioner to a business manager, you don’t just increase your profit—you build a legacy that is transferable and highly coveted.
About Mark Lewin
Mark Lewin brings over 25 years of experience as a Financial Planner, culminating in his decision to sell his successful business in August 2019 to focus on nurturing BOH, a venture he founded in July 2018. Mark’s career journey began in 1982 as an Assistant Accountant in London, followed by roles as Assistant Portfolio Manager with a prominent Australian insurance company and later as a bond broker with an international merchant bank. Transitioning to financial planning in 1995 marked the start of Mark’s mission to support fellow financial planners in enhancing their businesses.
With a depth of experience and a commitment to ongoing improvement, Mark is dedicated to empowering financial planners with the tools and knowledge required for success. Leveraging his qualifications as a SMSF Specialist Advisor® and CERTIFIED FINANCIAL PLANNER® professional, he provides tailored guidance on optimizing back-office procedures, ensuring robust compliance, and ultimately increasing business valuations. Mark’s passion lies in assisting financial planners to achieve efficiency, compliance, and tangible growth, positioning him as a respected speaker and mentor in the Australian financial industry.
BCI Business Brokers
BCI Business Brokers makes buying and selling businesses a whole lot easier with over 30 years experience, BCI is highly regarded within the busines brokers industry and fully accredited.
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Crows Nest, NSW 2065
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