Buying a financial planning business
Buying a financial planning business can be a complex process
- that's why it must be managed properly.
As consultants Radar can either be wholly involved in the acquisition process, or simply engaged to provide you with purchasing opportunities, using the database of 13,000 financial planners and 4,000 accountants, compiled through our extensive marketing program.
Radar has alliances with accountants and lawyers should you require professional advice in the tax or legal areas. Similarly, as Radar is not involved in the due diligence process, we can refer you to professionals who specialize in due diligence services. Radar can also refer you to business coaches to assist with the integration of the practice you purchase.
Since 2006 Radar has provided over 450 appraisals and valuations for Australian financial planners and accounting practices. We know that one third of these practices will have sold their business almost immediately; the remaining two thirds will sell at some stage in the future.
Keen to expand?
If you wish to expand, take 5 minutes to complete the online Buyer's Questionnaire - the critical first step!
If you would prefer a confidential phone consultation please click here.