Melbourne Member Forum – CBD

Thursday 8 May
Presentation: 9:00am - 11:30am
Venue: Westpac Business Centre Melbourne CDB
Address: Level 12, 150 Collins Street, Melbourne
Complimentary for members Free
Complimentary for MFAA Members$0 (incl gst)
CPD 2
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The Road to Business Growth as a Broker: Growth, valuation and succession planning

No matter what stage your business is at, these strategies will always play a key role in your success. Join us for an insightful session where we’ll explore the realities of business growth, valuation, and succession planning-giving you the knowledge you need to stay ahead.

What you’ll take away:

✅ The key differences between being self-employed and running a business

✅ A clear understanding of the stages of business growth

✅ The value of investing in your business—how to stay ahead of run-off

✅ What your business is really worth—unpacking trailing commissions

✅ Succession planning and exit strategies—growth with the end in mind.

Whether you’re just starting, scaling up, or planning your exit, these strategies are essential.

This is a session you can’t afford to miss, please only register if you can attend, as spaces are limited.

Meet our speakers

Dave McCleery

Co-founder of MCP Financial Services

David has a background as a chartered accountant, Dave’s business acumen combines with a love for numbers and a passion for helping clients and finance brokers succeed. MCP’s team is adept in lender relationships, business growth and acquisitions, loan book appraisals, technology and succession planning. This includes several relevant tools and models relevant for broking businesses that are looking for its next steps. Well-known as an innovator in the broking industry, Dave is a respected speaker, facilitator, mentor and adviser who can relate to all aspects of the finance broking and business communities.

David has a background as a chartered accountant, Dave's business acumen combines with a love for numbers and a passion for helping clients and finance brokers succeed. MCP’s team is adept in lender ...
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