A well-established financial services group in the mortgage broking sphere is looking to acquire a viable financial planning business in Melbourne to add to the services they can offer their large client base.
They are looking to acquire businesses with an annual turnover of 500K or more.
Businesses of interest sought would have a clientele of:
- Mums and Dads
- PAYG
- Professionals
- Urban and Rural
- Small business
- Health professionals
Younger aged clients below 50 are sought with a range of annual income per client up to $3,000 pa.
The acquirers willing to pay up to 3X trail annual trail or multiple of EBITA for the right cultural fit.
Funds in place to start acquisition immediately.
To register your interest for a non-binding and confidential discussion please fill in the form or call Jim Prigg on 0408 520 453 or email jim@knowledgemaster.com.au.