This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors with a recurring income of $100,000 to $1,000,000 p.a. Risk, fee for service and funds under management are of interest. Read more
Businesses wanted NOW
Eager buyer of risk, financial planning and mortgage books. Acquisitions across the country with no restrictions on location wanted NOW. Investment up to $300,000. Willing to talk attractive terms for purchases with an upfront investment, reasonable handover protocols and standard run-off provisions.
Is this your management succession plan? Talk with a modern, insurance oriented practice, who are looking to acquire risk books in NSW. Read more
Melbourne based business wanted. Client numbers: 100-200. Funds under Advice: $20m-$50m Compliance: Needs to have a strong compliance history. Billing Arrangements: Fee for service with monthly fees debited from the clients nominated account. Funding has been organised for any future business acquisition. Contact purchaser direct. Read more
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. Read more
Sydney based group looking to acquire FP businesses NOW 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 the book. Read more
Will you downsize, amalgamate, join a different dealer group, cash out or buy up big time? Please tell us your thoughts here. Complete the survey and receive the FREE report. “Important things to consider when selling your business“.
We have AFSL’s looking for advisers to join them. Does this description fit you? Which of these locations where opportunities exist interest you?
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This small AFSL has a unique offer for young advisers looking to buy a book of business with great mentoring people.
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‘The Value of Ongoing Service’ which will be running between 7:45 and 8:45AM on Thursday August 31. Link here. In the last Mentor Education webinar, “The Fact Finder as not just a compliance tool but a relationship building tool” was discussed and explored. This time Dr Jim Taggart and Dr Mark Sinclair will be looking at the value of providing ongoing service to clients whilst identifying some of the tools and processes that can be employed to ensure that you and your firm capitalise on the time and effort spent acquiring clients. The value of ongoing service cannot be overstated in a financial services ‘business practice’. Tune into this Mentor webinar. It is certainly one to put in the diary.
- Victorian based recruitment BDM needed for new AFSL
- VIC. Relationship rainmaker for mortgage brokers, accountants & general insurance brokers wanted for AFSL
- Risk based adviser wanted in NSW for small AFSL
- Accounting practice wanted in VIC. Fees up to $1m
- Accounting practice wanted in NSW. Fees up to $2m.
For more information call Jim Prigg on 0408 520453 or firstname.lastname@example.org
Which funders best understand Advice businesses?
How do you fund Advice businesses? How do you fund the succession plan for your business?
Do you want to fund your Advice business without utilising the equity in your property?
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