Business Owner
CurrentWorking with financial planners & their staff to build back office systems & procedures around Xplan, outsourcing and common sense.
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Mark Lewin is listed as Business Owner at Back Office Hero, based in Pymble, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Mark Lewin.
Mark Lewin previously worked as Financial Planner at Fitzpatricks Private Wealth and Financial Planner at Lonsdale Financial Group Ltd. Mark Lewin studied at Certified Financial Planner.
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After 25 years of twists and turns, Back Office Hero (BOH) now has the knowledge that can fast track your journey from practice owner to business owner. BOH can provide a step by step guide on how to transform your practice to improve efficiencies & procedures and provide the know-how to build a successful relationship with your outsourcing partner. Your business is a valuable asset and great care should be taken to lower business risk so that eventually the value can be realised to support your and your partners lifestyle needs.After our Discovery Day, we will provide you with the information that allows you to determine where to start, what to do and when to finish. All we ask of you is an open mind and a strong desire to change. We can assist business owners to renovate their back office processes, prepare for a sale or to simply better understand the metrics that are the inputs to better business planning. At the end of our progam you will have completed your first 'sale ready' document (Information Memorandum) and have a strong indication of your business valuation.
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Sydney, Australia
Working with financial planners & their staff to build back office systems & procedures around Xplan, outsourcing and common sense.
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Mark Lewin works for Back Office Hero.
Mark Lewin is listed as Business Owner at Back Office Hero.
Mark Lewin is based in Pymble, New South Wales, Australia while working with Back Office Hero.
Mark Lewin has worked for Back Office Hero, Fitzpatricks Private Wealth, Lonsdale Financial Group Ltd, and Avenue Capital Management.
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Mark Lewin studied at Certified Financial Planner.
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