FP/Risk Business Wanted NSW

Two successful FP’s are looking to acquire a book of business from the Sydney CBD to Kiama.

This acquirer is highly experienced with the capacity to service and maintain FP, Risk, and Superannuation books.

Income would be made up of: Annual fees and commissions up to $500K can be accommodated.

  • Numbers of clients looking to acquire up to 200.
  • A client base made up of. PAYG, Professionals, Small businesses, Trades People and asset builders is sought after.
  • Clients age range under 55 considered.
  • Reasonable amounts of FUM are amenable.
  • Attractive acquisition considerations would be of interest to the acquirers.

Up to 2.5 times annual RR. With 70% up front and a carry over period of 18 months maximum with rise and fall conditions for the right cultural fit

Finance is approved for immediate acquisition to a compatible partner.

For more information and an introduction please contact Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au.