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What follows demonstrates how I share all that I know… including a list of articles, media, presentations, books etc that I have either featured in, or written. I include them by way of introduction, to not only inform you too, but also to give you more of a sense of who I am… enjoy!

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As well as contributing Chapter 11 in Secrets of Inspiring Women Exposed by Dale Beaumont, the following is a number of media articles and keynote addresses about “DOing it my way” (feel free to read them by clicking on links, and please, don’t forget to come back!) 

 

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

Presented to the CPA Ringwood discussion group via Zoom about the State of the Business Sales Market and what has been learned in the last 24 months of the pandemic, as well as how this will affect the Business Sales space in the foreseeable future. More specifically:

  • An update on the State of the Market as of today and adaptable trends
  • Results of the Xcllusive 2021 Buyer Sentiment Survey
  • Examples of recent noteworthy transactions
  • Q&A, where the questions that have always played on minds in regard to the business-sale and business-buy process can be asked…

based on what we at Xcllusive Business Sales are seeing on a daily basis. Bottomline is there are Buyers aplenty but need profitable businesses to sell to them…As always, this made for some interesting discussion…

As a practicing Business Value Analyst and Consulting Broker of Business Sales, Denise guides Business Owners to GET OUT, whether that be tomorrow or in 5 years’ time.

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2022 Mar PRESENTATION – BUSINESS SALES MARKET UPDATE – KAPADG

Presenting to the KAPADG group at the Knox Club about the State of the Business Sales Market and what has been learned in the last 24 months of the pandemic, as well as how this has affected the Business Sales space in the foreseeable future. More specifically:

  • An update on the State of the Market as of today and adaptable trends
  • Results of the Xcllusive 2021 Buyer Sentiment Survey
  • Examples of recent noteworthy transactions
  • Q&A, where the questions that have always played on minds in regard to the business-sale and business-buy process can be asked…

based on what we at Xcllusive Business Sales are seeing on a daily basis. As always, this made for some interesting discussion…

Feedback from Victoria Wheeler of Munday Wilkinson and Chair of the CPA KAPADG:
“Thank you Denise. Great presentation once again. I shall forward this on, I’m sure we had a few members who will be prompted to call.”

As a practicing Business Value Analyst and Consulting Broker of Business Sales, Denise guides Business Owners to GET OUT, whether that be tomorrow or in 5 years’ time.

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2022 Mar PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Essendon North

State of the Business Sales Market and what has been learned in the last 24 months of the pandemic, as well as how this has affected the Business Sales space in the foreseeable future. More specifically:

  • An update on the State of the Market as of today and adaptable trends
  • Results of the Xcllusive 2021 Buyer Sentiment Survey
  • Examples of recent noteworthy transactions
  • Q&A, where the questions that have always played on minds in regard to the business-sale and business-buy process can be asked…

based on what we at Xcllusive Business Sales are seeing on a daily basis.

As a practicing Business Value Analyst and Consulting Broker of Business Sales, Denise guides Business Owners to GET OUT, whether that be tomorrow or in 5 years’ time.

As always, this made for some interesting discussion…

Feedback from Alex Robertson of Robertson Accounting and Chair of the CPA Essendon North Discussion Group:
“Thanks for a very good session last night, it went down very well! Very informative.”

2022 Feb WEBINAR: How to Know What your Business is Worth – Business Boroondara

2022 Feb WEBINAR: How to Know What your Business is Worth – Business Boroondara

Many Business Owners want the business to be their “Golden Ticket” when the time comes to sell. To only start exploring the value of your Business Asset when you have one foot out the door means you leave yourself no time to influence the outcome, especially if it does not work in your favour. We will spend the time exploring what it is to build a Business as an Asset, so that when the time comes, you and your business are saleability ready because you and the market know where the value lies.

Business Boroondara – Helping Business Prosper

And we did! 12 of us spent an hour exploring what Exit Strategy and Planning means well ahead of time.

Feedback from one participant:
Lovely to hear you last night. Many wonderful points.
Would love a chat as I am planning ahead to exit the business.
Thank you
Christina

 

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2022 Feb WEBINAR – BUSINESS SALES MARKET UPDATE – IPA Northern

State of the Business Sales Market and what has been learnt in the last 24 months of pandemic, as well as how this has effected the Business Sales space. More specifically:

  • An update on the State of the Market as at today and adaptable trends
  • Finding finance to purchase a business (can be difficult to do)
  • Results of the Xcllusive 2021 Buyer Sentiment Survey
  • Some examples of recent noteworthy transactions
  • The opportunity to open up the discussion for Q&A, so that the questions that have always played on your minds in regard to the business-sale and business-buy process can be asked…

based on what we at Xcllusive Business Sales are seeing on a daily basis.

As a practicing Business Value Analyst and Consulting Broker of Business Sales, Denise guides Business Owners to GET OUT, whether that be tomorrow or in 5 years’ time.

As always, this made for some interesting discussion…

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2021 Sept WEBINAR – BUSINESS SALES MARKET UPDATE – Victoria North CPA

An update for the Victoria North CPA DISCUSSION GROUP on the State of the Market generally, including what Accounting practices are selling for, what’s happening from a Business Buyers and Sales perspective based on what we at Xcllusive Business Sales are seeing on a daily basis.

Made for some interesting discussion…

 

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2021 Sep WEBINAR – BUSINESS SALES MARKET UPDATE – CPA Northern

An update for the CPA Northern DISCUSSION GROUP on the State of the Market generally, including what Accounting practices are selling for, from a Business Buyers and Sales perspective based on what we are seeing on a daily basis.

 

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2021 Sep WEBINAR – BUSINESS SALES MARKET UPDATE – CPA SME

An update for the CPA SME DISCUSSION GROUP on the State of the Market generally, including what Accounting practices are selling for, from a Business Buyers and Sales perspective based on what we are seeing on a daily basis.

Thanks again for speaking last night.  Those that joined I am sure got a lot out of it.

Andrew Cahill
Chairman – CPA SME Discussion Group

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2021 Jul WEBINAR – BUSINESS SALES MARKET UPDATE – IPA Melbourne CBD

State of the Business Sales Market and How Accountants can prepare themselves to further assist their Small Business Owners clients

An update for the IPA CBD DISCUSSION GROUP MELBOURNE on the State of the Market generally, from a Business Buyers and Sales perspective, based on what we are seeing on a daily basis.

Thanks Denise,
I could see we had around 34 participants in the Zoom session last night, and I have around 50 IPA Accountants in the CBD Discussion Group distribution list, so “good reach”.   Will of course highly recommend Xcllusive services, as you were awesome!    Would be fascinating your work, meeting seller and buyer expectations, many times a juggling act I am sure.

I am sure the attendees received great, useful info from the session.   Many would be in the situation they do have “the discussion”  with small business owners who want to plan for retirement/  sell the business etc or even work out succession plans etc and a valuation that might come with that.

Best Regards
Martin Bailey .Convenor. IPA CBD Accounting Discussion Group

 

2022 April PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Ringwood

2021 MAY PRESENTATION – BUSINESS SALES MARKET UPDATE – CPA Essendon North

An update for the CPA Essendon North DISCUSSION GROUP, on the State of the Business Sales Market generally, based on what we are seeing on a daily basis, and what Accountants can/should do to prepare themselves for the kind of questions and requests likely to come their way from their Business Owner clients over the next 24-36 months.

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