Connect with us:

Business wanted

Home Business wanted VIC. Excellent opportunity to exit the financial planning business

VIC. Excellent opportunity to exit the financial planning business

A well established financial planning practise of 31 years in VIC is looking for business acquisitions. Books of business that cover fee for service, risk and investment are of interest in Melbourne and northern country Victoria.

Of particular interest are books with superannuation products such as: Colonial First State, AMP Flexitime Super, MLC Master Key; IOOF and One Path One Answer & Frontier products.

Businesses that have an alignment with the risk product manufacturers AIA; TAL; PPS; Zurich; Clearview; CommInsure, BT, AMP, Asteron and MLC will be given serious consideration also.

Clients with high accrued value in Industry superannuation funds will also be seriously considered.

Client bases of a HNW, PAYG nature, small business, SMSF’s, professionals and investment oriented clients for financial planning and retirement planning are eagerly sought.

The acquirers will consider up to 2.5 times income as an indicative figure. This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors.

Finance is approved for a suitable acquisition(s) up to $2M. They are willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions.

They have modern in the cloud record keeping facilities, well trained compliant service personnel and fully qualified FP’s ready to deliver state of the art financial planning.

This is a successful business seeking to increase its business value by acquisition supported by a well known national dealer group.

If you are a financial planning professional and you are looking to exit the business, this person is really keen to talk to you about your opportunity.

For more information please call or email Jim Prigg.