DOWNLOAD THE GUIDEAs stated by Brad Downes
Opportunities: Advisory + Wealth
Client:
Gained an understanding of the true commercial value of their business.
Ultimate sale price was
50%
higher than original offer.
Practice:
"Honestly, we wouldn’t be able to do what we do without the Bstar tools, programs and apps. Because they have set the foundation for our everyday business."
— David Young
"If you want to build long term trusted relationships with clients you need to be engaging with at a deeper level than just providing compliance services."
— Katie Hirst
"Bstar enabled us to broaden our service offering to existing clients. Via the integrated and automated business advisory tools, programs and apps we achieved a 35% increase in the average client fee since 2022."
— Renee Cooper
Grant Bloxham: CEO & Founder of Bstar, is a recognised thought leader in the accounting industry & data specialist in the Small, Family & SME business sectors.
DOWNLOAD THE GUIDEDownload our free guide and find out how.
76%
By broadening your service offering you will become even more valued by clients and improve your business profitability and value.
57%
Learn how to use automated SME business and improvement planning tools to expand your service offering and deliver high-value advice more efficiently.
Learn how to position yourself as the first point of contact for every client need—by leveraging internal and external resources to guide them toward financial independence.
DOWNLOAD THE GUIDE
DOWNLOAD THE GUIDEAccountants are struggling with tax & compliance workloads. More business owners are asking their financial adviser for succession planning advice & support.
Grant Bloxham
Scott Monoti
DOWNLOAD THE GUIDEGenerate up to $82k in advisory fees over 3 years and an average $2.5m funds under management per SME client.
Empowering financial planners to enrich the lives of their SME clients through Family Office Services
Bstar is more than just a valuation tool. Over the last 24 years, Bstar has gained the trust & respect of accountants, financial advisers & other business/finance professionals by mining unique data, offering automated advisory solutions, sharing industry knowledge/expertise & strategies that boost practice profit & values.
As a financial planner, there is an opportunity to generate up to $82k in advisory fees over 3 years and an average $2.5m funds under management
Build scale via SME Family Office Services, leveraging data mining and automated business processes.
1300 552 577
SME Family Office Services
Fill the service gap by offering
Success Story
SME FAmily office services
As stated by Brad Downes
Director of Progressive Business Consultants
Opportunities: Advisory + Wealth
"Bstar provides a great foundation & framework to help clients identify ways to improve and hold them accountable for their actions."
Client:
Gained an understanding of the true commercial value of their business.
Ultimate sale price was
50%
higher than original offer.
Practice:
A lot of our SME/Family Office clients have most of their wealth tied up in their business. There are typically many involved complexities, in most cases we are managing multiple projects simultaneously. We rely on Bstar’s Accountability App to hold all stakeholders accountable, including ourselves.
years experience
accounting practices
and advice businesses
SMEs
THOUGHT LEADERS
Backed by 350 accounting practices and advice businesses
client testimonials
"Honestly, we wouldn’t be able to do what we do without the Bstar tools, programs and apps. Because they have set the foundation for our everyday business."
— David Young
Azimuth Partners
"If you want to build long term trusted relationships with clients you need to be engaging with at a deeper level than just providing compliance services."
— Katie Hirst
Robins Accountants
"Bstar enabled us to broaden our service offering to existing clients. Via the integrated and automated business advisory tools, programs and apps we achieved a 35% increase in the average client fee since 2022."
— Renee Cooper
Indepth Accounting
Proven excellence
Bstar empowers financial planners to enrich the lives of their business clients.
Maximise Your Tax Return On Your Investment Property
You'll be equipped with two powerful, value-adding solutions that will transform the way you deliver SME Family Office Services to clients.
What is in the SME Family Office Services Guide?
One of the biggest benchmark variances in the financial planning industry is profitability. To improve profit margins, top performing financial planning practices are establishing service offerings that address complex advice issues and build deeper SME Family Office relationships.
The SME Family Office Services model requires value-adding solutions and complex advice skillsets.
Unlock value for you and your clients with Bstar
Grant Bloxham: CEO & Founder of Bstar, is a recognised thought leader in the accounting industry & data specialist in the Small, Family & SME business sectors.
Scott Monoti: Executive Director, recognised business advisory expert & data specialist with 25+ years’ experience in the SME & Financial Planning sectors.
About Bstar
Why SME Family Office Services?
Download our free guide and find out how.
Value gap
Most SME business owners believe their business is worth more than it actually is at market.
Consequently, when they have their businesses formerly valued, the result is short of their expectations and this is the point they realise they have a 'value gap.' Statistically, 84% SME business owners have a value gap risk.
2
76%
of financial planning practice owner(s) are willing to 'sell off' non profitable clients.*
Business owners are increasingly turning to their financial advisers for succession planning and strategic advice, as accountants are overwhelmed by compliance workloads.
By broadening your service offering you will become even more valued by clients and improve your business profitability and value.
High demand for SME Family Office Services
1
57%
of financial planning practice owners would like to attract more high-value clients.
Learn how to use automated SME business and improvement planning tools to expand your service offering and deliver high-value advice more efficiently.
SME Family Office Services
—
How to build a Sounding Board Service
Learn how to position yourself as the first point of contact for every client need—by leveraging internal and external resources to guide them toward financial independence.
—
Grow fees, boost profits, engage staff & optimise business value
Data + 3 automated advisory solutions
DOWNLOAD THE GUIDE
We will help you build a successful advisory practice by focusing on improving key profit/value drivers.
—
—
Increasing the number of services per client.
Diversifying revenue mix to generate higher margin advisory services.
—
—
Leverage current trends
Accountants are struggling with tax & compliance workloads. More business owners are asking their financial adviser for succession planning advice & support.
Grant Bloxham
BCOM.CA CEO & FOUNDER
Scott Monoti
EXECUTIVE DIRECTOR
SME Family Office Services
Fill the servcice gap by offering
Generate up to $82k in advisory fees over 3 years and an average $2.5m funds under management per SME client.
Download the guide to find out more.
1300 552 577
Empowering financial planners to enrich the lives of their SME clients through Family Office Services
Bstar's value proposition
Bstar is more than just a valuation tool. Over the last 24 years, Bstar has gained the trust & respect of accountants, financial advisers & other business/finance professionals by mining unique data, offering automated advisory solutions, sharing industry knowledge/expertise & strategies that boost practice profit & values.
These are Bstar’s Financial Planning Industry average and benchmark profitability and valuation multiple benchmarks.
As a financial planner, there is an opportunity to generate up to $82k in advisory fees over 3 years and an average $2.5m funds under management
per SME client.
Download our free guide and learn how to:
Accreditations
Alliance Partners
Build scale via SME Family Office Services, leveraging data mining and automated business processes.
Deliver sounding board relationships that generate recurring revenue streams with healthy margins.
Built by industry experts with over 25 years of experience
—
—
25
Accreditations
Alliance Partners
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