Knowledgemaster has eager cashed up buyers looking to acquire risk databases and FP businesses. From 50 client tranches to $1M in annual T/O are sought by willing acquirers.
Recent results for Risk
- QLD Risk only. 2.75 times RR. 80% Upfront balance within 12 months. Deceased estate.
- 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.
Recent results for Financial Planning
- SA FP. 3.15 times RR. 80% upfront and the balance with 2 years
- QLD Risk/FP 3.0 times RR. 85% Upfront and the balance within 12 month
Accounting practices sought in NSW, VIC and QLD
$200K+ annual TO.
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.
Unused and dormant AFSL’s wanted with or without AR’s
Financial Planning businesses wanted in all states
Eager cashed up clients looking to acquire NOW. From $50K to $1M RR.
Acquisition Opportunities
VIC Rural client book. $151K RR.
NSW FP. Fee for service only. No Risk. $500K T/O. With own AFSL.
Virtual Accounting practice. $200K+. ACT and Gold Coast.
WA FP $2.2M T/0 with own AFSL.
AFSL with up to 50 attached AR’s sought.
Smaller AFSL acquisitions considered for those looking to consolidate, exit or retire from FP.
Which of these interests you or your people?
Please fill out the form below to register your interest, won’t you?