Rob Pyne and Richard Hernan, co-founder of Broadleaf Financial Group explore the world of mergers and acquisitions (M&A) in the financial planning industry.

Rob Pyne sits down with Tim Lane, a seasoned chartered accountant and the founder of FinConnect Advisory Group to talk about the intricacies of valuing financial planning businesses.

Rob Pyne shares the experiences, challenges, and key takeaways from implementing an employee share scheme to incentivise and reward key staff members.