Want to Buy A Financial Planning Business?

The KnowledgeMaster organisation can help advisers looking to buy a business find the right business for sale. These can be of specific types such as fee for service, FUM, risk or a mixture of income producing streams.

KnowledgeMaster provides an introduction facility between potential purchasers and vendors.

KnowledgeMaster builds an attractive article describing what type of business the adviser is looking for, the general conditions of engagement and the time frames for completion.

KnowledgeMaster provides templates for you to complete so we can help you create your advertisement for circulation. This covers such criteria as:

  • Geographic area
  • Type of business
  • Change over requirements
  • Multiples of income the purchaser is considering
  • Future obligations of the vendor required by the purchaser
  • Run-off responsibilities
  • Payment options
  • Time frames

We show you the draft prior to uploading onto our website and including in the KnowledgeMaster Newsletter.

The approved article is carried as a “click on” title in the monthly newsletter which reaches over 9,000 people nationally.

It is also placed on our website in the “Buy a Business” section.

The investment is $999 for 12 months GST inc. This includes writing the attraction item, carrying it on the KnowledgeMaster website and including it in the KnowledgeMaster News each month.

The following are your responsibility:

  • Due diligence
  • ASIC checks
  • Confirming any figures given by vendors
  • Valuations
  • Probity checks
  • Negotiations with vendors
  • Legal agreements

KnowledgeMaster does not receive any commissions from potential purchasers or intending vendors. We operate under a fee for introduction.

KnowledgeMaster provides online registration facilities with a secure payment gateway for you to pay in advance before posting on the website, inclusion in the KnowledgeMaster News and creating the attraction document.

KnowledgeMaster has the capacity to source a range of “sale of advice” businesses such as: financial planning practices, accounting practices, general insurance brokerages and mortgage broking practices.

Knowledgemaster finds potential businesses for sale through a range of connective and interactive sources. We cannot give any guarantees of numbers of businesses for sale on a regular basis due to market conditions and vendor scarcity or reluctance to sell.

Call Jim Prigg on 03 5232 1500 for more details or register below

Sign up here for the “Buy a Business” Introduction Facility

We have written a useful guide for you – The 16 Vital Questions you need to ask Vendors – read all about them in this useful PDF before you buy a business.

Businesses For Sale

View all Businesses for Sale

Victoria. Accounting Practice with small Financial Planning

25+ years in existence - located in north east suburbs WI/WO option preferred Client categories PAYG, Professionals, Small Business P/L, Sole traders, Trusts, BAS, IAF, SMSF's, Corporate and Financial planning. [...]