Presentations and Webinars

Unlocking Practice value with Managed Portfolios


HUB24 Head of Managed Portfolios Brett Mennie discusses with Forte Asset Solutions Managing Director Steve Prendeville the positive impact of managed portfolios on practice valuations and bottom line and if indeed practices that use them are valued more favourably.

Using real case examples, Steve explains what he is seeing play out in today’s changing and dynamic marketplace, the proof points that matter when considering transitioning to a managed portfolio structure and indeed the sale price of your practice in the future.