Project Description

In the wake of the Hayne Royal Commission and with the requirements of FASEA looming I’m getting more and more advisers telling me that they have made the decision to retire.

Planner succession is a complex issue, and to help solve it we have partnered with Mark Witt at Practice Exchange, who can not only help you sell your business but also provide other succession options such as mergers and the appointment of equity partners.

Mark has long experience and proven expertise when it comes to Accounting and Financial Planning practice sales, equity partner appointments and mergers. In the past 15 years he has have completed over 400 transactions representing clients that have ranged in size from sole traders to ASX-listed companies.

Click here if you’re ready to sell your business

Click here if you want to grow your business through acquisition

Browse current listings at the Practice Exchange Marketplace

You should also take a look at some of the recent articles on the Practice Exchange site:

Selling Your Financial Planning Business in Uncertain Times – When Is The Best Time to Sell?

“With the pending FASEA requirements and predicted changes as a result of the Hayne Royal Commission into the Financial Services industry we are certain to see planners exiting the industry in increasing numbers. Should you go? And if so, when?”

Why more Financial Planning firms are also becoming Accountants

“In response to an increasingly competitive marketplace many Financial Planning firms are bundling an accounting service to make it easier to attract and retain clients.”

Maximising the Sale Price of your Planning Business – in changing times

“Now that the Financial Services Royal Commission final report has been handed down one thing is clear – the way Financial Planning and Insurance Businesses are traded in the market place will change.”

To discuss any of the opportunities mentioned above or your own practice sale, merger or partnership requirement please contact Mark on 1300 722 452, or via email at  or go to Practice Exchange to find out more.