FP/Risk Businesses Wanted Sydney and Surrounds

A group is looking to acquire a FP business in Sydney or surrounds. The Central Coast and Wollongong areas are also areas of interest.

Revenue range is $100k to $750k (may consider larger)

This vendor is highly experienced with extra capacity to service and maintain FP, Risk, and mortgage broking operations.

Income would be made up of:

Fee for service $100K-$750K including risk, super and investment.

Happy to consider all types and sizes of clients, including:

Businesses covering PAYG, Professionals, Rural businesses, Retirees, Accumulators, Mums & Dads, Tradies, Farmers, SMSF’s, Property, Shares and Retirees are of interest.

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 will be considered.

The acquirer is willing to pay up to 3.0 times RR for the right business and cultural fit.

They are negotiable on settlement terms and timing to suit 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