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