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Episode 78.

Funding for accounting and financial planning firms

In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms.

Episode 78 – Funding for accounting and financial planning firms

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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

Email: con.voultsios@axelerateadvisory.com

Phone: 0452 619 699

LinkedIn: www.linkedin.com/in/con-voultsios-8939b34b

Website: www.axelerateadvisory.com


SCOTT’S CONTACT DETAILS

Email: scott@slipstreamgroup.com.au

Phone: 0409 870 330

LinkedIn: www.linkedin.com/in/scottcharlton

Web: www.slipstreamgroup.com.au


TO TAKE AN INTEREST IN TIM LANE’S MUSIC, WHICH IS FEATURED ON THE EPISODE

Spotify: Search for Tim Lane

Facebook: The Backstick Agenda (please go and like the page)

Website: www.thebackstickagenda.com

To see film clips and to hear Tim’s music: www.thebackstickagenda.bandcamp.com

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Thanks for tuning in!

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