The Anatomy of a deal - Hamilton

We examine the market for financial advice client bases and the common features of transactions. Whether you are buying, or selling, simply keen to learn more about how managing your business to valuation metrics helps you to become stronger, bigger, and more resilient.

Presented by:

Russell Hutchinson

Russell has around 30 years’ experience in financial services, having held general manager and director level positions and has set up online financial services businesses for major international brands, and built bootstrap start-ups in fintech and insurtech.

Since 2000 Russell has run Chatswood Consulting, a successful management consultancy focused on financial services marketing and distribution. He owns the insurance product research company, Quality Product Research Limited, the business that runs Quotemonster. He is a regular writer on the life and health insurance sector.

Kurt Owen

Kurt is an experienced accountant who works alongside various SMEs throughout New Zealand. Kurt has a broad range of skills, having been involved in extensive tax advisory work (both national and international), insolvency work throughout New Zealand, forecasting for capital raise projects, due diligence assignments, valuations as well as core financial accounting services for SMEs.

Kurt has been involved in valuations of life insurance books and has developed strong industry knowledge working alongside Russell on joint projects.

Quotemonster is back in town and will be holding a presentation an hour and a half prior to this. The session will cover the following:

• The new features of the new Quotemonster site• The research updates and new staff to support you• The fastest way to produce your own unique life and health SOA

To register for the Quotemonster presentation - please follow the link here and scroll down to find the event in your city.

Host or Publisher Advicebridge