2020-03-17T21:13:17+10:00

Opportunity. Brisbane based group looking to expand

An experienced adviser is looking to expand their business in Brisbane. They are looking for business acquisitions and books of business that are primarily fee for service and insurance-based. The make-up of the business required by the purchaser is professionals, mums and dads, farmers, tradesmen and small business books. [...]

2020-03-17T21:09:41+10:00

Urgent: AFSL wanted by cashed up buyer with finance arranged

A new financial services organisation is seeking to acquire an operating AFSL immediately. Their preference is for a licence owned and operated by a self-licensed adviser or small group. Licence conditions to cover all areas of financial product advice including: superannuation, managed investments and life risk insurance. This is [...]

2020-02-19T11:21:19+10:00

Could this be your succession plan?

An experienced adviser of 15 years seeks to align with an adviser looking to exit the financial planning business. I’m looking to grow my business by a timed buy-out acquisition model. I am happy to pay a good multiple with vendor financed, attractive terms to be agreed upon. This [...]

2020-02-19T11:18:15+10:00

Sunshine Coast

Financial Adviser based on Sunshine coast looking for predominantly risk based portfolios but will entertain some FFS. Highly professional and knowledgeable Principal Principal has over 15 years experience and completed all FASEA requirements Finance ready Motivated buyer Income range from $100-$300k recurring revenues For more information and a prompt [...]

2019-09-19T12:34:48+10:00

Are you retiring or want to leave the broking industry?

Mortgage broking acquisition wanted NOW. A forward thinking and vibrant mortgage broking business based in Melbourne is looking to acquire a book of business with the following attributes: Connective trail book (only) Mix of retail and commercial lending Average loan size $300,000 Minimum number of client 100 Preference Melbourne metro [...]

2019-09-19T12:31:27+10:00

Want to transition and transform your firm to a modern and vibrant organisation dedicated to the future?

A successful and professional financial planning firm, based in Collins Street Melbourne, that provides tailored financial planning advice is looking to grow through acquisition. They have been in business for over 27 years. A dedicated team of advisers (all degree qualified with half already sitting the FASEA Adviser Exam), supply [...]

2019-05-14T15:45:30+10:00

Management succession opportunity wanted. Eastern suburbs of Melbourne

Experienced and qualified senior financial adviser with approved finance is looking for acquisition opportunities in the Eastern Suburbs of Melbourne. Ideal business would be a gradual succession by the outgoing adviser to maintain and pass over client relationships, fee for service and funds held under Colonial, BT Wrap, Panorama or [...]

2019-02-12T10:41:28+10:00

Sydney based businesses wanted NOW

A Sydney based financial planning business is looking to acquire client books of predominantly risk income. Recurring revenue of circa $50,000 to $120,000 is sought. Clients must be predominantly Sydney resident and with reasonable age profile. Price and terms will depend on the quality of the book; happy to pay [...]

2018-05-16T13:21:06+10:00

Want to leave the industry, but need someone to give TLC to your clients?

Then this friendly operator and opportunity will be of interest to you. An adviser is looking to acquire a small book based on risk, superannuation and funds under management. They operate from the Sunshine Coast. Location: Within one hour from Sunshine Coast and/or Tasmania Type: a) General business book of [...]

2018-04-09T14:35:17+10:00

Professional risk practice looking to acquire

Who? Professional risk practice looking to acquire A professionally run, successful financial planning business with offices in Sydney and the Gold Coast are looking to expand. Where? They will look favourably on books of business in both NSW & QLD although will consider businesses nationwide. Generous consideration for the right [...]

2018-02-07T20:30:48+10:00

Wanted: General Insurance book

A General Insurance Broker is looking to purchase a small/medium commercial book of clients in Victoria. Rural or city based is OK. Portfolio of commercial and/or industrial client customer base preferred Can be stand alone book or operating business with current AFSL Would suit retiree or someone wanting to cease [...]

2018-02-09T11:32:31+10:00

Professional risk practice looking to acquire

A very professional, highly regarded specialist risk practice, established over 30 years ago, is looking to acquire risk books NOW. Where? In any capital city other than Perth. Regional NSW will also be considered. Books with a FUM component in NSW will also be considered. What size books are required? [...]

2017-10-18T15:36:09+10:00

Investment business/book wanted by non aligned AFSL. NSW based.

Multidisciplinary financial services firm with several offices in NSW & ACT is actively looking to acquire funds management businesses with up to $150 million under management. Macquarie and MLC platform businesses are preferred however open for discussion to all opportunities. The firm has been operating for 8 years with a [...]

2017-07-19T15:18:26+10:00

Do you have a client base with heritage or capital guaranteed products?

The demand for financial services businesses has intensified. At Knowledgemaster (KM) we have received an increasing number of inquiries from serious purchasers looking to buy in recent times. There is little stock to service a huge demand. Yet there is a category of business forgotten by advisers and seriously [...]

2017-06-19T16:42:02+10:00

Sydney CBD business seeks acquisitions

A professionally run, successful financial planning group in Sydney CBD is looking to expand their business by acquisition. They are looking for purchases with a recurring income of $300,000+. Both risk and funds under management are of interest to them. They are negotiable on terms depending on the quality of [...]

2017-05-17T17:37:43+10:00

Leading national dealer groups are looking to begin dialogue with professional advisors

What are the demographics of an Ideal Practice they would like to engage with?  You: Have at least two years in your own financial planning business Have earnings of a minimum $150k proven in previous 12 months which is transferable. Or the capability to reach that within two years Operate [...]

2017-05-17T13:21:06+10:00

Albury Adviser looking to acquire risk, financial planning and mortgage books

A well established financial planning practice based in Albury, NSW is looking for business acquisitions and books of business that cover either risk, financial planning and mortgage. They are looking at acquisitions across the country with no restrictions on location and an already existing client base that includes the eastern [...]

2017-05-17T12:51:43+10:00

Keen buyer for Risk Businesses

HGC Finance, is a new entrant to Financial Services based in Melbourne. They are looking to expand their business by acquisition. HGC is a successful business seeking to increase its business value by strategic acquisitions both locally and nationally. This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors. They are looking for purchases with a recurring income of $100,000 to $1,000,000 p.a. Both risk and funds under management are of interest to HGC.

2016-12-08T20:57:56+10:00

Queensland Business Acquisitions or Books of Business Wanted

A well established Brisbane financial planning business located close to the city and looking to expand is seeking business acquisitions or books of business that cover risk, investment, Super and SMSF. The practice runs a fee for service model with high service standards so a similar structure would be most [...]

2016-12-08T20:57:57+10:00

Melbourne based business wanted

Business Acquisition Profile: We are looking to acquire a financial planning business with the following characteristics: Client numbers: 100-200. Funds under Advice: $20m-$50m (we will consider businesses under the $20m limit or over the $50m amount). Platform or SMSF:   We are very familiar with managing clients via a platform or [...]

2016-12-08T20:57:57+10:00

Looking for Melbourne Financial Planning Businesses

Business Acquisition Profile: We are looking to acquire a financial planning business with the following characteristics: Client numbers: 100-200. Funds under Advice: $20m-$50m (we will consider businesses under the $20m limit or over the $50m amount). Platform or SMSF:   We are very familiar with managing clients via a platform [...]

2016-12-08T20:57:58+10:00

Melbourne/Geelong Opportunity Risk business wanted

An experienced risk writer is looking to expand their business in Geelong/Melbourne CBD. They are looking for business acquisitions and books of business that are primarily insurance-based. The make-up of the business required by the purchaser is professionals, tradesmen and small business books. Books with both heritage and contemporary risk [...]

2016-12-08T20:57:58+10:00

National group looking to expand by acquisition

A national group is looking to expand by way of acquisition for "sale of advice" businesses. This provides an ideal opportunity for those looking at: Capitalising on their assets Succession planning Retirement Early exit strategy Joint venture arrangement with the view to both parties growing the business. The purchaser is [...]

2016-12-08T20:58:05+10:00

Financial planning, mortgage broking and risk businesses wanted

A national group is looking to expand by way of acquisition for "sale of advice" businesses. This provides an ideal opportunity for those looking at: Capitalising on their assets Succession planning Retirement Early exit strategy Joint venture arrangement with the view to both parties growing the business. The purchaser is [...]

2016-12-08T20:58:09+10:00

Is this your management succession plan?

We are a modern, insurance oriented practice with forward thinking partners who are looking to acquire books of risk in NSW. We operate within a non-aligned dealer group that is an independently owned and operated risk specialist licensee. This means we can provide advice that is solely in the clients’ [...]

2016-12-08T20:58:10+10:00

Sydney CBD group wanting to purchase business between $200K – $900K

Sydney CBD group wanting to purchase business between $200K - $900K A professionally run, well –established Financial Planning practice based in Sydney’s CBD is seeking to expand via acquisition. The key benefit of this purchaser is they are flexible on a range of factors and have firm time frames in [...]

2016-12-08T20:58:10+10:00

NSW Western suburbs. Financial planning practice with small business, tradies and professionals wanted

NSW Western suburbs. Financial planning practice with small business, tradies and professionals wanted A well established financial planning an law practise of 15 years in NSW is looking for business acquisitions and books of business that cover both risk and investment. (Preferably commission based) Type of clients required are busy [...]

2016-12-08T20:58:10+10:00

Parramatta district: Financial planning practices wanted

Parramatta district: Financial planning practices wanted An established adviser in NSW is looking to purchase books of business. They are looking to purchase books with Colonial First State, MLC Navigator, Asgard and any other established platform. They are looking to invest up to $150,000 for a suitable acquisition and are [...]

2016-12-08T20:58:10+10:00

Accounting practises wanted NSW Northern beaches area

Accounting practises wanted NSW Northern beaches area Well established Accounting/Financial Planning group is looking to acquire accounting practices in order to grow both arms of the business. Types of clients being sought include Small Businesses, Professionals and PAYG. Looking to purchase in the Northern Beaches area of Sydney and in [...]

2016-12-08T20:58:10+10:00

Business wanted Geelong or west of the Westgate Bridge

Business wanted Geelong or west of the Westgate Bridge A successful financial planning practice in Melbourne is looking to expand in the Geelong area by acquiring an existing business in the vicinity. They are looking for a business situated in Geelong area involves financial planning and insurance. Their business has [...]

2016-12-08T20:58:10+10:00

Keen buyer for risk/financial planning business along the Eastern seaboard

Keen buyer for risk/financial planning business along the Eastern seaboard A privately owned dealer group with their own AFSL with over a decade of experience are looking to grow by acquisition. They have offices in both Melbourne and Sydney. They have excellent electronic systems and processes to absorb an acquisition [...]

2016-12-08T20:58:10+10:00

Sydney FP and Law Firm seeks medium sized risk book

An established Financial Planning and Law firm with a team of experienced risk writers is looking to expand their business in (Sydney). They are looking for business acquisitions and books of business that are primarily insurance-based (commission). The make-up of the business required by the purchaser is professionals, mums and [...]