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Business Webinar Videos

Discover a wealth of expertise in our Business Webinar Videos, offering insights into building, valuing, and selling a business.

Business Webinar Videos

Explore our collection of webinar training content, meticulously crafted to enhance your comprehension across diverse business topics. From valuations and startups to insights on buying and selling businesses, we provide comprehensive coverage. Dive into expert guidance on selling your accounting practices, with more topics such as financial planning strategies and mortgage business insights coming soon. 

Make sure to take full advantage of the free resources available to you, including our free ebook and free business appraisal.

Exit Strategies: Successfully Selling Your Accounting Firm Webinar

Key Topics Covered:

  • How to determine your practice’s current value.
  • Ways to increase your practice’s value.
  • Finding a buyer who matches your business’s culture.
  • Considering the sale of your practice based on profit multiples.
  • Seven strategies used by high-value sellers for a smooth sale.
  • Ensuring the sale benefits both your clients and staff.
  • Handling your role after the sale.

Growing the Value of Your Financial Planning Business Webinar

  • Building Your Information Memorandum
  • Business Quality Calculator
  • Ranking Your Clients
  • Transferability

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.

Address : Suite 3, 1 Alexander Street
Crows Nest, NSW 2065
PO Box 685, Crows Nest, NSW 2065

Business Hours : 02 9439 3399

Mobile : 0411 888 148

Email : support@bci.net.au

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