FP/Risk/Investment Business Wanted Melbourne

An advisor is looking for a bolt on business to take up extra capacity in the greater Melbourne vicinity. Regional Victoria will also be considered.

Up to $200k revenue (may consider larger)

Income would be made up of:

Fee for service including risk, super and investment

The acquirer is happy to consider all types and sizes of clients, including:

PAYG, Professionals, Rural businesses, Retirees, Accumulators, Mums & Dads, Tradies, Farmers, SMSF’s, Property, Shares, Retirees

Our current APL is broad and includes all the major insurers and platforms.

Preference for businesses using Xplan, Adviser Logic, Midwinter but will consider others.

Willing to pay up to 3.0 times RR for the right business and cultural fit.

Negotiable on settlement terms for vendors.

Open to a range of transition/employment scenarios with the seller.

The buyer is willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions.

For more information and a prompt introduction please call Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au