Project Description

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 the book.

They are looking for acquisitions of any size. They are willing to talk attractive terms for the purchase with an upfront investment, reasonable handover protocols and standard run off provisions.

This is a successful business seeking to increase its business value by both acquisition and organic growth. They have the capacity to pay and are supported by a well-known national dealer group.

Client bases of a PAYG nature, with small business, professionals or mixed opportunities for financial planning and risk are sought.

There is a particular interest for business that fall under the BT, Macquarie, IOOF & CFS platforms as well as SMSF clients.

This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors.

For more information call, Christian Egan, directly on 0402 006 186