Genuine buyer willing to pay top dollar

A professionally run, successful financial planning group in VIC is looking to expand their business by way of acquisition.

They are specifically looking for client bases/businesses with the following composition of professionals:

  • Medical
  • Legal
  • Pats
  • Top echelon public servants, CEO’s, Trustees and Board members
  • Successful SME’s
  • High earning PAYG taxpayers
  • HR Managers

They are looking for purchases with a recurring income of $400,000 to $1,000,000.

Both funds under management (FUM) and regular fee for service businesses are of particular interest to them.

They are negotiable on terms depending on the quality, size and retention capabilities of the book. They have their own AFSL and MDA facility for high end clients.

  • Primarily Victorian or NSW based
  • Used to fee for service custody and care
  • Interested in property investment,

This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors. Top multiples will be considered for the right cultural fit

Finance is approved and generous changeover protocols will be considered for a compatible acquisition. This represents a real opportunity for high nett worth clients to be properly looked after by a thoroughly professional organisation.

For more information, please contact Jim Prigg on 0408 520453 or