Knowledgemaster has cashed up buyers looking to acquire databases, FUM & businesses. From as little as 50 client tranches to $2M in annual T/O are sought.
Urgent: Specialist Acquirer. Risk books wanted
80% upfront. Balance within 13 months. First payment within 30 days after DD. No rise and fall. Eastern seaboard.
Urgent FP business wanted
Will consider Riverina/Murray, Central West & Orana, New England & Northwest, Central Coast or Hunter. Preferred income range $700K to $800K. Preference to a business with little or no risk advice. The buyer is willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions. Finance ready to go for the right partner.
Wanted. Unused and dormant AFSL’s.
Financial Planning businesses wanted in all states.
Eager cashed up buyers looking to acquire NOW. From $50K to $1M RR.
Major national AFSL looking for businesses and advisor in the following areas. Can you help please? Read more
SOLD. Recent results. Risk.
- QLD Risk only. 2.75 times RR 80% Upfront balance within 12 months.
- FNQ Risk only. 3.0 times RR 90% Upfront. Balance in 30 days.
- QLD Risk only. 3.0 times RR. 85% Upfront the balance in 24 months.
SOLD. Recent results. Financial Planning.
- SA FP. 3.15 times RR. 85% upfront and the balance within 12 months.
- QLD Risk/FP 3.0 times RR 85% Upfront and the balance within 12 months.
Acquisition Opportunities
- VIC Rural client book. $151 RR
- NSW FP. Fee for service only. No Risk. $500K T/O. With own AFSL
- Virtual Accounting practice $200K+. ACT and Gold Coast
- WA $2.2M T/0 with own AFSL
SOLD! Dormant (no income) client bases of discontinued product lines.
Recent results
- 300+ Clients nationally. $34M FUM. MLC individual investment
- 500+ Clients SA based. $50M FUM. Discontinued Personal Investments
Do you have dormant or non-producing risk books that you would like to quit?
Fiducian Financial Planning has vacancies for advisors for acquisitions, mergers and management succession opportunities at click here.
Knowledgemaster has cashed up buyers looking to acquire databases and businesses that revolve around risk insurance. From as little as 50 client tranches to $1M in annual renewal premium opportunities are sought by eager acquirers.
Call Jim Prigg today on 0408 520 453 to discuss your interest to buy or sell in any of these jurisdictions. Email jim@knowledgemaster.com.au.