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Episode 78 – Funding for accounting and financial planning firms
Manage episode 388251944 series 3022183
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In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms.
Con shares some interesting aspects about what banks are looking for when considering finance applications submitted by accounting and financial planning firms. His observations with respect to developing relationships with bank managers are insightful – getting to know their boss and their assistant. Con also has some suggestions about the role a broker can play not just in obtaining a deal but progressing an application through to conclusion.
In the interview Con also mentioned a book which he’s read lately –
Black Belt. A masterclass for startups and entrepreneurs, by Joseph Healy and David Hornery, the founders of Judo Bank.
Con Voultsios’ contact details are
Email: con.voultsios@axelerateadvisory.com
Phone: 0452 619 699
Web: https://www.axelerateadvisory.com/
Linked In: https://www.linkedin.com/in/con-voultsios-8939b34b/
Scott’s contact details are
Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
Spotify: Search for Tim Lane
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