For the past 15 years I have worked exclusively with the legal profession assisting firms in strategy development, practice planning, equity valuations and equity transfers.
Whilst my approach to strategic planning is tailored for each engagement, the common goal is that at the end of the process the owners and managers of the firm will know exactly what needs to be done to ensure their firm is best placed to win in its chosen market.
I (probably somewhat immodestly) consider myself to be the foremost authority on law firm valuations and would value more law firms than anyone else in Australia. Over the years I have developed a robust valuation methodology which calculates an accurate capitalisation rate that assesses the risk profile, cash flow and profitability of the firm. . These valuations have been used for: Internal equity sales; determining goodwill for incorporation; Family Law disputes; partnership dissolution; and external sales.
Another key component of my professional life is as a frequent presenter on practice management related topics and I front many FMRC programs and professional conferences. In any given year I will present to 500+ lawyers in the areas of financial management, business development, succession planning, strategy, people management and other contemporary issues. I am frequently asked to speak at industry functions in Australia and New Zealand.
Prior to joining FMRC my professional life saw me working at Ernst & Young for four years followed by a stint in London conducting due diligence on businesses listing on the London Stock Exchange whilst working for Smith & Williamson.
I hold a Bachelor of Economics and Graduate Diploma of Financial Management (both from UNE) and am a member of the Institute of Chartered Accountants in Australia and New Zealand.
Whilst the FMRC office is located in Sydney, I live on a small property on the outskirts of Armidale in northern NSW with my wife and three small children. My interests outside of work are probably more accurately described as ‘things I used to do before the realities of having a young family kicked in’. I can hold plausibly insightful conversations on sport, politics and how to maintain a vineyard with a chainsaw.