Project Description

A well established financial planning business with their own AFSL is looking for business acquisitions and books of business that cover risk, superannuation and investment funds under management from financial planning.

The types of clients required are:

Rural basedTradesmenProfessionals
Small businessesAsset buildersRetirees
Mums and dads

They seek businesses that do not have any SMSF’s, direct shares or tax driven schemes such as trees and/or exotic agricultural investments.

They are looking to buy businesses outright with annual income from $100K up to $1M. Businesses that have heritage products, discontinued products types and older client bases are of particular interest.

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

Locations for acquisition include, but are not limited to: Cairns, Townsville, Rockhampton, Sydney, Adelaide and Melbourne.

This is a successful business seeking to increase its business value by acquisitive growth. They have the capacity to pay with approved finance. This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors.

Vendors would be only required to remain for a short time to facilitate the handover protocols and provisions.

For more information call Jim Prigg on 0408 520453 or