Managing a firm’s lock up and cashflow often varies across the profession depending on profitability, practice structure and size, desired salaries or drawings, profit distributions, external funding sources and even the desire to manage the payment of tax. However, pleasingly we have been noticing some gradual improvements in the average WIP and debtor days being…

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Through our practice broking and valuation services, we have for many years now observed the interactions between Dealer Groups/Licensees and their representatives within multidisciplinary and standalone financial planning firms. Prior to many of the more recent industry changes, there was this underlying view by the licensees that they owned the clients serviced by the planners,…

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Doing the wrong deal is worse than doing no deal. But, getting the right deal takes time. Here are five critical factors to ensure the best result when selling your practice. Don’t wait too long to initiate a transaction. You risk giving the process enough time. We all hear commentators and advisers say, ‘Plan well…

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Rob Knights and Co advice for a better outcome

If I had a dollar for everyone who said they wished they had spoken to me prior to the sale of their practice, I would be one wealthy woman. Helping our clients get the best possible outcome is the focus of all our services. And, good advice is the key. I often say when providing…

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I recently had to tell an accounting practitioner that the value of their equity within the firm was worth less than ten cents in the dollar. Unsavoury of course, but it needn’t be this way. I advised three options that provided a better outcome. Two of these required additional time pre-transaction. This is essential. Taking…

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Our Firm Rob Knights & Co commenced operation almost 40 years ago under the leadership of Rob Knights. Rob studied accounting, qualifying as a Chartered Accountant in 1971, whilst working in a large firm in Melbourne, which later become part of one of the Big 4. His background was predominently in audit. Our services are…

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