Struggling to realise the value of your business

Feeling a little stuck? Money tied up in your accounting or financial services business and unsure how to release funds - to pay off the mortgage and uni fees for your children?

…..whilst at the same time staying in the business and sharing in its future increased value ?

Are you concerned about the future and how much you will get for your business when you sell it? Will your present exit strategy enable you to enjoy a happy life in your later years?

Are you feeling lonely and isolated as you shoulder the burden of ensuring your business’ success,the happiness of your clients, and your people?

There aren’t many obvious ways out and most have significant pitfalls.

A proven and successful way forward – helping you right now and in the future

Clarion is a unique and successful business model focussed on creating Hub and Spoke financial services networks throughout Australia. In essence

Clarion takes an equity stake in each of its financial services businesses (a Spoke).
A Hub is a local collective of Spokes. Ideally, each Spoke has an equity interest in each other Spoke’s business and therefore in their and your success
Each Spoke gains an equity interest in the Clarion National Group

The Hubs are supported by the Clarion National Group which provides business management and business growth expertise:

From a team of experts with decades of experience in rapidly growing financial services businesses.
Using a unique referral program - Client Centred Conversations™, that actually works – and delights your clients.
With marketing programs that help you attract new clients from outside the Hub.
With capital to allow for acquisitions.
Privately owned and managed – no “big brother”.

What’s Involved?

More details about the Clarion Hub and Spoke model

How does it work?

The next steps and what it means if you join.

Enquiry

To find out if this is the right thing for you speak to a member of the management team. Simply fill in the form or call

$187,000 increase in book value in just 13 months

Before I joined Clarion I had a small financial planning business – just me and two support staff. Getting new clients would often be haphazard – random referrals from clients and a spasmodic one from a local mortgage broker. Getting other professionals to refer clients to me was just hard.

Within weeks of Forrest Accounting Partners joining our Hub, there was a steady flow of referrals back and forth between the Hub’s Spokes. By month 13 the value of my book had grown by $187,000, an increase of more than 20%

More than that, my clients were happier and giving me more referrals as well."

Ben Bryant, C.F.P. Forrest Wealth

I thought he was mad – but it works
“Michael Nemeth and I have been firm friends and brothers in arms with our visionary approach to wealth creation for years. However I must admit that when he first mentioned the Hub & Spokes idea I thought (a) he was mad, and (b) here we go again.

After all, financial planners and accountants can often conduct ideological warfare against each other; and aren’t brokers just glorified salesman chasing commissions rather than offering service ?

Then on top of that, mutual referrals is not a new idea. Melbourne is littered with referral JV’s going nowhere.

Still I humoured him and listened. I knew that getting the right people is important but Michael made it work and the proof was in the numbers and in the happy clients. So, with support from Clarion and its systems and business practices, I became a convert and started my own Hub here in Richmond, Melbourne…..and it has exceeded my most optimistic expectations.
Stuart Hillier
Stuart Hillier
HWC Group
$187,000 increase in book value in just 13 months Before I joined Clarion I had a small financial planning business – just me and two support staff. Getting new clients would often be haphazard – random referrals from clients and a spasmodic one from a local mortgage broker. Getting other professionals to refer clients to me was just hard. Within weeks of Forrest Accounting Partners joining our Hub, there was a steady flow of referrals back and forth between the Hub’s Spokes. By month 13 the value of my book had grown by $187,000, an increase of more than 20% More than that, my clients were happier and giving me more referrals as well." Ben Bryant C.F.P.
Ben Bryant C.F.P.
Forrest Wealth