Adelaide Opportunity. Business wanted.

A well-established Adelaide advisor is looking to add to their successful practice by a mutually agreeable acquisition with the following attributes:

  1. Annual T/O range of $200K-$500K
  2. Clientele of urban based PAYG. Professionals. Mums and Dads. SMSF’s. Medical. Small Business & Impending retirees
  3. Services of interest. Investment. Insurance, Aged care. Property. Shares. MIS. General accumulation strategy
  4. Average income per client required is circa $2,500 p.a.
  5. Age range of clients sought is age 60 and below
  6. An acquisition of 100-150 clients is sought

The practice is prepared to consider multiples of the annual turnover of up to 2.75 – 3 times for the right cultural fit with 70% – 80% upfront and the remainder of the balance at 12 months.

For more information, please register your interest by filling in the form here. Or call Jim Prigg on 0408 520 453 or drop him a line at jim@knowledgemaster.com.au.