Do the due diligence on big moves
Do the diligence for big moves The vast majority of Australian advice practices are categorized as small businesses. As our soon to be released Future…
Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
Easy to implement, cost effective business management solutions & support.
Customised to your specific business needs.
Align your practice management systems with key profit drivers.
Independent business valuation for advice practices.
On CATScan Client Survey:
“On behalf of our team, I just wanted to say a massive thank you… there are so many takeaways we can use. We will definitely be recommending your services to others!”
“We have discussions with advisors about real life issues and it allows me to become an “insider”. The work we do together demonstrates our commitment and dedication to [the advisor’s] business.” (Customized network program)
“This is gold…
The information in here is invaluable.
Fantastic initiative and probably the most valuable performance tool we have had at our disposal in 16 years of business.”
Do the diligence for big moves The vast majority of Australian advice practices are categorized as small businesses. As our soon to be released Future…
As we put the finishing touches to our latest analysis of Australian advice practices and their preparedness for the future, Future Ready IX, we note…
Don’t wait ‘til it’s too late, it’s time for some serious planning We’re close to releasing our Future Ready IX whitepaper, the latest in our…
We’ve just begun our analysis of the business ‘health’ of Australian advisory firms and while the complete Report will be released in the fourth quarter…
In our recent Quarterly Review, we suggested that now is a good time to step back, take a deep breath and objectively assess how you…
In the famous comedy sketch from the ‘40’s, Bud Abbott tries to identify for Lou Costello the players in the St Louis baseball team. It…