Day 1: 12:35 pm – 1:05 pm
Jeff Zulman is one of Australia’s leading M&A specialists, with expertise in the mortgage broking and financial intermediary industries.
Jeff’s market knowledge and savvy insights have been gained over a 25-year period, from executive roles at Goldman Sachs on Wall Street and in London, to managing financial institutions in Sydney.
Jeff also understands what it takes to successfully start, manage, buy and sell businesses, as he has done so with several of his own businesses. As the Founder and Managing Director of Trailblazer Finance, Jeff offers finance, brokerage and consulting to mortgage brokers, financial planners, accountants, equipment rental brokers, real estate agents and strata managers. Jeff and Trailblazer Finance provide the loans that banks can’t or won’t provide.
Jeff is sought-after in the finance industry as a speaker, writer, commentator and awards judge. Jeff studied at the University of Witwatersrand, South Africa, read law at Oxford University, England, and studied Tax Law at Sydney University.
- Learn about what has happened to values of trail books over the past years – not just yours but financial planners, accountants and real estate rent rolls – and see how you stack up
- Learn how this translates into how much you can borrow against these assets and typical sale terms
- Identify a number of actionable focus areas for creating additional value in your business and book