Project Description

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 business
They are looking to buy primarily risk books with up to 30% funds under management and are willing to pay up to 3.4 times for the right business with reasonable handover protocols and standard run off provisions.

They are also willing to buy any C & D risk clients at a reasonable multiple. Preference for the risk clients to be under 55.

Operations

They operate under their own AFSL.

Finance Approved

They have their finance approved to facilitate a fast and pain free transaction.

For more information please call or email Jim Prigg 03 5232 1500 or 0408 520 453.