Price Guide March 2021

 Radar Results Price Guide to March 2021: –

Revenue Type Recurring Revenue Multiple
Investment and super clients (aged 80 yrs+) 0.8x to 1.0x
Investment and super clients (aged 65 -79 yrs) 1.7x to 2.2x
Investment and super clients (aged up to 64 yrs) 2.2x to 2.7x
Risk clients (under 55 yrs) 2.2x to 2.7x
Risk clients (aged 55 – 60 yrs) 2.0x to 2.3x
Risk clients (aged 61 yrs+) 1.0x to 1.5x
Mortgage clients – home loan trails 1.9 to 2.7x

Previously 1.8x – 2.5x

Accounting fees – business clients 0.90 x to 1.2x

Previously 0.75x to 1.2x

Accounting fees – individual returns 0.5x to 0.9x

The multiples above can vary depending on the terms offered by the vendor to the purchaser when selling, the location of the vendor’s clients, the client’s ages and the investment products recommended. The account balances of each client are important to the fee-for-service charge. Average fees per client of between $3,000 to $5,000 per annum command the higher multiple.

Multiples paid for risk books or insurance-revenue based practices will depend on the client’s occupation, age, premium size, policy type and geographic location. The multiples displayed above are for high-quality risk clients with ages of between 35-50 years, where the policy owner is a small business owner or a professional based in a capital city.

Radar’s Price Guide May 2020

September 2019 Price Guide

Radar Results Price Guide to September 2019: –

Revenue Type Recurring Revenue Multiple
Investment and super clients (aged 80 yrs+) 1.0x to 1.2x
Investment and super clients (aged 65 -79 yrs) 1.8x to 2.3x
Investment and super clients (aged up to 64 yrs) 2.3x to 2.8x
Risk clients (under 55 yrs) 2.3x to 2.8x
Risk clients (aged 55 – 60 yrs) 2.0x to 2.3x
Risk clients (aged 61 yrs+) 1.0x to 1.5x
Corporate super plans – commission switched off Negotiable
Grandfathered investment trail commissions Nil to 1.0x
Mortgage clients – home loan trails 1.8 to 2.2x
Accounting fees – business clients 0.75 x to 1.2x
Accounting fees – individual returns 0.5x to 0.9x

The multiples above can vary depending on the terms offered by the vendor, actual location of the clients, client ages and the investment products recommended. In relation to multiples paid for risk books or insurance-revenue based practices, the client’s occupation, age, premium size, policy type and the geographic location of the clients is critical. The multiples displayed above are for high-quality risk clients.