A professional, successful financial planning firm has set up in the heart of Brisbane. They are looking to expand their business by acquisition.
They are a start-up business, operating since July 2021, and are looking for a purchases with a recurring income of $300,000 minimum to $500,000. Both risk and funds under management are of interest to them.
Client bases of a Millennials, Small Business, Professionals, Mum’s and Dad’s or mixed opportunities for financial planning and risk are highly sought. There is an open APL and therefore no alignment or restriction to product providers.
They are willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions They are negotiable on terms depending on the quality of the book.
If you are a mature life insurance/financial planning professional and you are looking to exit the business this team is really keen to talk to you about your book of business.
For an initial discussion please call Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au.