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.

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 are

Email:               con.voultsios@axelerateadvisory.com

Phone:              0452 619 699

Web:                 https://www.axelerateadvisory.com/

Linked In:           https://www.linkedin.com/in/con-voultsios-8939b34b/

Scott’s contact details are

Email:                scott@slipstreamgroup.com.au

Phone:               0409 870 330

Web:                  www.slipstreamcoaching.com.au

Linked In:           www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music, which is featured on the episode:

Facebook:         The Backstick Agenda. (Please go and Like this page.)

Website:            www.thebackstickagenda.com/

Spotify:              Search for Tim Lane