Thinking of going self-licensed?

Managed Accounts: A Journey and Key Takeaways

Interesting facts and recent results of business sales for you

In a recent IFA article, “Absent Vision for the Future – insurance is an industry in run-off” so many great points were made:

Are you seeking autonomy, certainty and flexibility in a licensee partner?

Recent Results

Over recent months there has been a decided improvement in the multiples and results for business sales Knowledgemaster has observed....

Who is Private Portfolio Managers (PPM) and what do they do?

Private Portfolio Managers (PPM) has been managing share portfolios for wealthy individuals for nearly 30 years and has more recently...

Business sales trends

The multiples being asked for modern financial planning practices have firmed this year. Here are some recent successful offers and...

Boost Confidence & Conversions: Brisbane Workshop Invitation

Boost Confidence & Conversions: Brisbane Workshop Invitation I’m thrilled to share an opportunity for expressions of interest in an upcoming...