FP/Risk/Investment Business Wanted Sydney

An advisor is looking for a bolt on business to take up extra capacity in the Sydney to Newcastle region.

$200-400k 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, SME, Professionals, Retirees, Accumulators, Mums & Dads, Tradies, SMSF’s,

Current APL is broad and includes all the major insurers and platforms.

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 of up to 75%, reasonable handover protocols and standard run off provisions.

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