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Episode 78 – Funding for accounting and financial planning firms
Manage episode 388251944 series 3022183
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
79 episode
Manage episode 388251944 series 3022183
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
79 episode
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1 Episode 78 – Funding for accounting and financial planning firms 1:11:11
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1 Episode 76 – Helping others in remarkable ways 34:37
1 Episode 75 – Introducing Nina Forbes, our new Slipstream Coach 44:52
1 Episode 73 - Cyber security essentials 1:09:19
1 Episode 72 - Generating new revenue through great marketing 57:42
1 Episode 71 - Introducing Jon Petie, our new Slipstream coach 51:42
1 Episode 70 – A remarkable professional practice 1:01:05
1 Episode 69 – Design and Build a Brand for your Business 1:11:15
1 Episode 68 - Reflections of a Trailblazer 58:44
1 Episode 67 - Introducing Michael Burnett, our new Slipstream coach 51:47
1 Episode 66 - Life’s bold adventure - a practitioner’s journey 1:07:36
1 Episode 65 - Engaging a business manager 46:32
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