21/08/2025
Partnership Pathways for Accountants & Financial Planners: Sydney, Brisbane, Melbourne & Newcastle
For many accountants and financial planners in their thirties and forties, the conversation about partnership is no longer hypothetical. You’ve invested more than a decade building your expertise, nurturing client relationships, and leading teams. The technical ability is proven; the reputation established. Now the question shifts from “Can I do this?” to “What’s next, and how do I turn all this effort into real ownership and long-term wealth?”
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21/08/2025
Public or Private Marketplace: Which is Best for You?
When the time comes to sell or merge one of the first questions is: What’s the right pathway? For some firms, a public marketplace is the best way to generate momentum and competition. For others — particularly large regional practices or city firms — discretion is essential, and a private marketplace offers the safer, more effective option. At Practice Exchange, we facilitate both. With over 5,000 registered accountants and financial planners on our platform, we can create reach through our open marketplace while also offering a carefully managed, invitation-only process via our Private Broker Network™.
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15/01/2024
The Business Exchange Network - Transforming Business Brokering
The sun is fast setting on the old way of business brokering. The privileged position of a business broker as a gatekeeper to information and connection is under threat in a world where clients can now find each other via searches on smartphones, LinkedIn etc., and that means the most fundamental adage of business survival applies: adapt, or die.
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02/10/2023
About Business Exchange's Private Broker Network™ (PBN)
The Private Broker Network™ (PBN) is a members-only walled garden marketplace for business brokering and succession transactions. It is intended to be used by large networks of member businesses such as financial planning dealer groups and franchises.
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29/07/2020
Choosing Your Legacy - Thoughts on the Empty Chair
Some practitioners are comfortable with the assumption that they will continue working until the end of their life, what might be considered the 'die at your desk' model. Fair enough, but there are big problems if you arrive at this position by default.
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