A successful lady FP business owner in VIC is looking to engage in dialogue with female business owners who are considering retirement, with a predominantly female client base, and who shares a genuine commitment to client care, not just profitability.
Characteristics of the planned acquisition:
- Aligns closely with the values of the acquirer and the way she professionally supports clients.
- The ideal acquisition would involve around 100 clients.
- Be based in Melbourne, ideally within 20 kilometres of Melbourne’s CBD, as the acquirers office is in the city.
- The business is a values-driven practice that specialises in holistic, flat-fee financial advice for women.
- The expertise and caring experience of the acquirer is particularly nuanced around those navigating major life transitions such as divorce, retirement, inheritance, or loss of a partner.
- Many of the existing clientele are single women over 50.
- The work goes far beyond the numbers. The focus is on empowering clients with clarity, confidence, and a sense of security.
- The owner would absolutely welcome the right person to stay involved for a period of time to help with continuity and client transition.
- What matters most to the principal is that vendors clients feel heard, respected, and genuinely cared for. They want to continue their legacy with the same dedication, integrity, and heart they’ve poured into their work.
- This is a genuine appeal to a special type of advisor looking for continuity, care and dedication.
- Finance is approved.
- Protocols such as multiples paid for annual turnover, amount paid up front, length of hand over period, payment time frames & rise and fall conditions are all negotiable.
For a genuine referral to a caring advisor offering expertise and experience that truly represents the right cultural fit please call Jim Prigg on 0408 520 453 or email him on jim@knowledgemaster.com.au. Please complete a simple registration form here.