Corporate Profile
John Birt is Principal of Radar Results.
John provides advice to financial planning practices that wish to expand by acquisition. John Birt & Michele Conroy's business Radar Results has a search system that scans Australia wide for the right planning practice that suits the buyer’s profile.
With a background in banking and accountancy, John Birt has been involved in the financial industry for over 23 years. Completing Deakin University's Diploma of Financial Planning in 1994, John has been an Associate of the Financial Planning Association for the past 15 years.
John was tutored by one of Australia’s leading business coaches between 1995 and 2002. This 7 year learning curve has allowed John to focus his knowledge on helping similar businesses grow and expand – often through acquisition.
John has extensive experience coordinating and presenting seminars. He regularly writes for research groups and magazines. He was the financial columnist for The Newcastle Star Newspaper during the late 80’s.
From 1990-1993 John was head of Deloitte financial planning for the Northern region, based in Newcastle. During this period he was Count Financial Group’s largest national planning practice. After moving to another large accountancy practice in 1994, John saw business coaching and advisory services to planners as his “sea change”.
In 1995 John won SECURITOR Financial Group's "National Advisor of the Year" Award. This award recognised his professionalism, quality of service and business development expertise. After eight years with SECURITOR, John moved to Business Coaching that then involved helping advisers sell their businesses.
After attending Sealcorp’s Boot Camp Conference in 1996, John was able to develop his own unique and proven business strategies that have been applied to other professional firms.
John has formed a number of joint venture financial planning practices and introduced his processes and systems into these businesses. Today, several of these businesses have seen significant growth primarily due to John’s experience.
Michele Conroy is Operations Manager of Radar Results
Michele Conroy has been a part of Radar Results since 2005 and is the Manager of Operations. She works closely with new clients wanting to purchase a Financial Planning business. Michele also helps with the Sydney Associates Mr and Mrs Lo, who handle most of our NSW clients.
Michele also co-ordinates all client activities for Victoria on behalf of our Associate for that region. Michele is a vital component of the business and is the national contact for all other enquiries from WA, SA, QLD and TAS.
Feel free to phone Michele anytime or simply send her an email.
Gavin and Margaret Lo - Sydney Associates
Gavin and Margaret bring a wealth of experience and knowledge to the Radar team. Having been in marketing and events industry since 1996 they have helped countless business' grow by building a trusted relationship with their clients and understanding their businesses.
Through identifying core attributes of the clients business, they have been able to assist in developing new marketing strategies and to help them with their business and products.
Gavin and Margaret understand the relationships between buyers and sellers as well as assisting clients with the transition in employment or working towards their retirement.
Just like the Financial Planning industry, business is built on relationships; Gavin and Margaret have built their reputation on trust and honesty in the events and exhibition industry, and we look forward to their contribution to Radar Results and helping you and your business.
Keith Randall - NSW Regional Associate
Keith has a background in Financial Planning, Business and Project Management, Training and Consulting services related to these fields. He comes with a broad spectrum of skills from small business to large construction projects for both government and private enterprise.
Keith commenced his career in Sydney and Wollongong prior to travelling overseas and returning to work in Western Australia. He settled in Newcastle to establish his own consulting practice and raising his family. He continues to reside in the lower Hunter Valley near Maitland.
Keith has been appointed by Radar Results to assist Clients throughout NSW regional areas.
Matt Taylor – Melbourne Associate
Matthew has a background in Economics and Finance and has been working in Financial Services for over 10 years. Beginning his career in a financial planning practice, he has a great understanding of the industry.
Matt moved from being a financial adviser with a boutique Dealer Group, to join Macquarie Bank. There he worked servicing the needs of planners by providing strategic advice in the use of Margin Lending and Protected Equity Investments.
Matt took on a position in National Australia Bank running a portfolio of financial planning clients providing structured cash-flow finance for growth and acquisition. More recently he has helped Bank West develop their bank lending policy for financial planning. This provided further understanding of the acquisition process.
Matt has a strong passion and understanding for the financial planning industry and provides a wealth of knowledge to the Radar Results team.
Capability Statement
Activity
Radar Results can provide specialist expertise to guide, manage and negotiate all aspects of your project, regardless of whether you are selling your business, retiring, or facilitating a partner buyout.
You may have decided to expand your existing business, and rather than wait for organic growth have decided to acquire other professional practices that fit within your operational model.
Alternatively, you may be an employed financial planner wanting to take the next step, who has recognized the opportunities that operating your own business provides. As a dealer group, you make want your expansion and growth plans to remain discrete, so as to gain market edge.
Research
Critical to any transaction is background research and compatibility assessment. Square pegs don't fit in round holes, so ensuring a match is a key aspect of Radar Results' initial assessment and evaluation process.
Evaluation
Once the background research and compatibility assessment is complete, a comprehensive evaluation begins. If you are selling a business this process is undertaken to confirm the purchaser's ability to meet your settlement conditions. If on the other hand you are buying, you want to be certain that what's offered is what you'll get.
Funding
Whether you're a planner taking the first steps into business ownership, or an established practice wanting to expand, funding the acquisition is always a consideration. Radar Results can access purchaser funding secured against the equity contained within the business purchased, without the need for the provision of any other assets as security. Obviously, the business will need to meet certain performance criteria to be eligible for this type of funding, and an individual transaction must not be less then $200K.
Negotiation
All negotiations are treated in the strictest confidence and no disclosure takes place unless constrained by a signed Confidentiality & Disclosure Agreement. Once the structure of the transaction has been negotiated, the parties will enter into a Heads of Agreement. Finally, a formal Contract of Sale will be drawn up by the party's legal representatives detailing the terms and conditions and defining the specific terms of the settlement.
If you have a questions relating to our capabilities or require clarification of any point - please send us an email at