- State
- VIC
- Specialisation
- Financial planning
- Preferred location
- Melbourne
- Valuation offered
- Reasonable multiple over an agreed time frame
- Payment terms
- Generous upfront percentage for the right cultural fit
- Vendor involvement
- Stay on for 3 to 5 years as part of a managed exit
How much is your experience worth?
A professional financial planning practice is looking for experienced partners to join their group.
You may have your own practice, with your own AFSL, and be looking at a managed exit over the next 3 to 5 years.
Your book needs servicing and managing with an eye on compliance, client retention and new business. You’d rather someone else provided those facilities.
This is an offer to acquire your practice while you keep working, to maintain continuity, build value and reassure your clients they’ll be looked after in the future.
The practice is offering a reasonable multiple over an agreed time frame, with a generous upfront percentage for the right cultural fit.
- Located in Melbourne
- Full support and modern office facilities available
- AFSL sale facility available, subject to due diligence
For an introduction, please fill in the enquiry form or call Jim Prigg on 0408 520 453.