Business wanted in SE of Melbourne

Are you looking to sell all or part of your business? We have an adviser currently looking for a mix of Superannuation and Insurance clients.

Location: Southeast suburbs of Melbourne.

Annual income required:  Up to $100K but will consider all relevant offers.

Type of clientele wanted: Professional. Accumulators. Asset builders. Family oriented.

Income type: Fee for service. Up to $50K insurance portfolio of life insurance, trauma cover or/and income protection.

Finance approval for purchase: Depends on books size. Self-funded.

Technology: Up to date with Zoom, XPlan etc.

Funds under Management: Small amount up to $5M.

How soon: Immediately.

Multiples: Will consider from 2.0 times annual income for the right cultural fit.

Acquirer is really interested in insurance books with life, income protection and trauma cover.

If this is you, or you are aware of anyone who fits this profile, please contact me ASAP for an introduction.

For more information please call Jim Prigg now on 0408 520 453 or