Unlock the Hidden Value in Your Business

Download The Hidden Value Report.
A collaboration between Colonial First State and Succession Plus

Is your business really worth what you think it is?
Most advice firms believe they’re ready for a sale. But our research shows that many are unknowingly leaving over $1 million in value on the table.

The Hidden Value Report explores why and what you can do about it.

What you’ll learn:

✅ The average value gap in Australian advice businesses
✅ Why traditional valuation methods may no longer stack up
✅ How to reduce owner dependence and key-person risk
✅ Practical ways to improve documentation, systems, and employee retention
✅ Real-world examples of firms who closed the gap and increased their valuation

This is more than a research paper.
It’s a roadmap to increasing business value designed for those planning to sell, aiming to grow, or focused on building a stronger business.

📥 Download your copy now

Who is this for?

Business owners and principals in financial advice, accounting, or related services who want to:

• Understand their business’s true value
• Prepare for sale, succession, or growth
• Strengthen internal systems and team performance
• Make better long-term decisions for equity value

“This value gap represents a huge opportunity for owners to grow the equity value of their business — this should be a primary focus for any owner.”— Dr Craig West, Succession Plus

Want help closing the gap?
We can work with you to assess your business, uncover the drivers of value, and put a plan in place.