An enterprising financial advisor is looking to advance their career by acquisition or merger. They are looking for interested parties with the following criteria:
Size. With enough clients to be operating their business
Geographic location range – South East Queensland (Brisbane & Gold Coast preferred)
Flexibility Interested parties can suggest their own Multiples of RR paid upfront, time frames for consolidation, carry over periods and agreed remuneration modelling during any merger timetable, within reason
The advisor is most conscious of having the right cultural fit for any interested parties
The acquirer/merger partner is cashed up with reasonable conditions for such
Client bases of Professionals, Mums and Dads, Small businesses, SMSF’s, PAYG, Investors, Rural, Health professionals and pre-Centrelink recipients or a combination are of particular interest.
Although not mandatory the advisor is looking to expand their SMSF footprint.
Items such as: the age range of clients, the average fee per client, platforms in use, product manufacturers and the sophistication of clients are items for discussion.
The interested party would consider retaining existing admin staff to facilitate a smooth transition and sharing of workload and entry into new markets.
For an introduction to this very amenable partnership/merger opportunity please contact Jim Prigg on 0408 520 453 or jim@knowledgemaster.com.au.