How Are We Different?
Transformative Value: through expert advisory, knowledge and business insights
Our equity partnerships have built successful independent practices across Australia. These businesses aren’t seeking “new ownership and management,” but expert support in distinct operational areas aligned to their growth strategy. We deliver best practices and centralised focussed on being a true partner.
With agreed team rules, governance, aligned interests and a wealth of experience to share, equity partnership Principals reap the benefits of more efficient operations and extra time to focus on clients rather than administrative tasks.
We respect the longstanding history and success of the firms in which we invest, maintaining the key attributes making these businesses successful including the brand, management and operating model. Joining Count as an equity partner means your client experience remains familiar, strengthening loyalty.
Our collaborative approach cuts through red tape offering guidance, support, and conditional access to ad-hoc support from Count’s Head Office resources, including:
Operations: Benchmarking key measures and tools to assist in improving operational efficiencies, achieving a consistent and disciplined approach to practice management and developing thought leadership around best industry practices.
Cooperation: Partner firms’ commitment to the Count community offers opportunities such as client and staff referrals as well as outsourcing work to other trusted community members.
Governance: Assistance with implementing governance structures and planning to support the growth of partner firms with a strategic planning overlay, risk management focus, quality assurance program and accountability framework.
Head Office Resources: Conditional ability to utilise Legal Services, People & Culture Resources, Business Development, Marketing, Corporate Finance and M&A.
In addition, we leverage group scale to negotiate access to services required by our equity partnerships in their day-to-day operations, including:
Our AFSL license, based on an ongoing discount for advisers at our equity partnerships.
A growing set of group services at negotiated rates, including Accurium (actuarial certificates and education), Collective Resourcing (outsourced service provider), DigitalO2 (IT services) and MBS (bookkeeping).
National pricing agreements with key third-party providers such as Class Super, Audit Shield, NowInfinity, Xplan, Midwinter, Adviser Logic, Fee Synergy, FYI Docs, Annature and Xeppo.