Your business may be worth more than you think

Tony Arena Lesley D’Arcy

Preview

• How are businesses valued• Why Mortgage Broking is different• What difference a franchise• Profit method v trail method

Valuation: The Traditional Way

• The “rule of thumb” method - multiplier of trail income

• Not the only way

• Value can be calculated differently

Valuation: Another Way

• You can make your business more valuable

• Ask yourself the right questions and see it from the buyer’s point of view

Business Broker Principale

• Our Foundations of • Business Valuation:

• Transferability• Maintainability• Profitability

The Loan Book

• How many loans?

• How big and how old

• What is the future looking like

The Database

• Its condition: - how many solid prospects? - system for updating - how often cleaned?

Your Model

• Aggregator or Franchise model?

• Pros Cons

The Leads

• How generated

• Your network

Location

• Do you have a retail/office space?

• Strategic position?

• Demographic?

Financial Records

• Net Income• Income Trail• Working Capital Requirements• Sales Activity• Assets

The Market

• Actual situation

• Competition

• Future/trend

• Disruption possibilities?

Thank YouQuestions?

Tony Arena Lesley D’Arcy