Buying a financial planning business
Buying a financial planning business can be a complex process
- that's why it must be managed properly.
We use a clearly defined methodology to guide and manage the purchasing process. Each step builds on the previous to ensure you reach your objective.
Our clients completely outsource their acquisition requirement to us. Unlike Brokers, we do not try and force up the sale price or use inflated multiples of recurring revenue or EBIT.
Last year we prepared 180 valuations for Australian financial planning firms and of these we know a third will sell; the remainder selling in the future.
The Plan is the critical part. That's why we put so much focus on ensuring the Plan is right, before we even go near the marketplace to identify your new business...
Keen to expand ?
It will take you just 3 minutes to complete the online Buyer's Questionnaire - the critical first step!
If you would prefer a confidential phone consultation please click here.