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Madison Update – 14 May

Commercial in confidence

Thank you everyone who has selected a time to catch up with me.  I’m looking forward to hearing your thoughts and views.  I have no further information to provide regarding the sale, other than the contract negotiations continue.  This is not unusual.  There are many nuances to work through when Licensees are bought and sold, especially in the current regulatory and economic climate.  Additionally, PwC as Receiver have obligations which contribute to the complexity of this transaction.  The aim is to complete the transaction by end May.   As I mentioned earlier this week, behind the scenes, the team is preparing and planning for the transition.   Patience is definitely a virtue!

CLICK HERE to register once for the Madison Update recurring webinar each Wednesday at 11am.

You can view all our previous daily update emails on the Madison Adviser Portal, under News/Events and Important notices. CLICK HERE for the Madison Adviser Portal user guide and contact Adviser Services if you need any help.

Catch up with Annick

I’ve mentioned that I would like to catch up with each Principal/s for a 30 minute meeting. In this meeting, I’d like you to consider this question for us to discuss.

In 12 months’ what does success look like for you?

When I’m working with practices and ask this question, I ask the Principal to imagine what their world looks like in a year and with this in mind, consider the following;

  1. In what ways will you be thinking differently?
  2. How will you/your team/your clients feel about the change/new strategy/goal?
  3. What things will you/your business be doing differently? Alternatively, how will you be doing it?
To choose a time that suits you, please click on “Catch-up with Annick” and book an appointment.  Please note: Practices with more than one Principal, I would appreciate an appointment with all of you at once. I understand this may not be possible. However, if it is, when booking your appointment, add a note letting Bethany know there will be more than one of you and we will allow for extra time. All meetings will be virtual.  Bethany will provide meeting details once your appointment is confirmed.  I am really looking forward to the conversations.
We hope you can join us on Friday from 3.30pm for our Virtual Drinks. CLICK HERE to register.

Contact numbers
Head Office 1300 789 575
Kerry 0402 145 480
David 0466 710 170
Jaime 0439 079 786

Sincerely,

Annick Donat

Go Back
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Madison Update – 14 May

Commercial in confidence

Thank you everyone who has selected a time to catch up with me.  I’m looking forward to hearing your thoughts and views.  I have no further information to provide regarding the sale, other than the contract negotiations continue.  This is not unusual.  There are many nuances to work through when Licensees are bought and sold, especially in the current regulatory and economic climate.  Additionally, PwC as Receiver have obligations which contribute to the complexity of this transaction.  The aim is to complete the transaction by end May.   As I mentioned earlier this week, behind the scenes, the team is preparing and planning for the transition.   Patience is definitely a virtue!

CLICK HERE to register once for the Madison Update recurring webinar each Wednesday at 11am.

You can view all our previous daily update emails on the Madison Adviser Portal, under News/Events and Important notices. CLICK HERE for the Madison Adviser Portal user guide and contact Adviser Services if you need any help.

Catch up with Annick

I’ve mentioned that I would like to catch up with each Principal/s for a 30 minute meeting. In this meeting, I’d like you to consider this question for us to discuss.

In 12 months’ what does success look like for you?

When I’m working with practices and ask this question, I ask the Principal to imagine what their world looks like in a year and with this in mind, consider the following;

  1. In what ways will you be thinking differently?
  2. How will you/your team/your clients feel about the change/new strategy/goal?
  3. What things will you/your business be doing differently? Alternatively, how will you be doing it?
To choose a time that suits you, please click on “Catch-up with Annick” and book an appointment.  Please note: Practices with more than one Principal, I would appreciate an appointment with all of you at once. I understand this may not be possible. However, if it is, when booking your appointment, add a note letting Bethany know there will be more than one of you and we will allow for extra time. All meetings will be virtual.  Bethany will provide meeting details once your appointment is confirmed.  I am really looking forward to the conversations.
We hope you can join us on Friday from 3.30pm for our Virtual Drinks. CLICK HERE to register.

Contact numbers
Head Office 1300 789 575
Kerry 0402 145 480
David 0466 710 170
Jaime 0439 079 786

Sincerely,

Annick Donat

Go Back