Businesses Wanted

/Businesses Wanted

Melbourne: Small Accounting Practice Wanted

2019-06-04T14:30:09+10:00

Excellent chance for an accounting practice looking for an exit strategy. Melbourne based company seeks to acquire small one man accounting practice. Finance in place. Simple hand over procedures in place. WIWO. Suit principal looking to retire, effect a tree change or follow other opportunities.

Management succession opportunity wanted. Eastern suburbs of Melbourne

2019-05-14T15:45:30+10:00

Experienced and qualified senior financial adviser with approved finance is looking for acquisition opportunities in the Eastern Suburbs of Melbourne. Ideal business would be a gradual succession by the outgoing adviser to maintain and pass over client relationships, fee for service and funds held under Colonial, BT Wrap, Panorama or other major platforms and can [...]

Successful national dealer groups wanting to partner with professional advisers

2019-03-19T20:40:08+10:00

Are you domiciled in any of these locations or could move there? Adelaide Gold Coast Newcastle Wollongong Hobart Rockhampton Geelong Canberra Ipswich Bundaberg Sydney CBD Darwin Toowoomba Ballina Sydney. Northern beaches Brisbane. CBD Footscray Coffs Harbour Parramatta Perth CBD Warrnambool Sunshine coast Milsons Point Frankston Melbourne Mackay Ballarat Brisbane. Southern suburbs We have organisations [...]

Excellent Opportunity To Sell Your Business

2019-02-19T17:23:20+10:00

Two experienced financial planners are looking to purchase a book of business. Will consider small businesses up to $200,000+ RR annually. Would prefer a mix of risk/super/investment. Geographic eastern seaboard but happy to consider nationally as previously worked remote office for 15 years. XPlan storage preferable but not essential Occupation category: trades person to [...]

Sydney based businesses wanted NOW

2019-02-12T10:41:28+10:00

A Sydney based financial planning business is looking to acquire client books of predominantly risk income. Recurring revenue of circa $50,000 to $120,000 is sought. Clients must be predominantly Sydney resident and with reasonable age profile. Price and terms will depend on the quality of the book; happy to pay for quality. Funds for acquisitions [...]

Want to leave the industry, but need someone to give TLC to your clients?

2018-05-16T13:21:06+10:00

Then this friendly operator and opportunity will be of interest to you. An adviser is looking to acquire a small book based on risk, superannuation and funds under management. They operate from the Sunshine Coast. Location: Within one hour from Sunshine Coast and/or Tasmania Type: a) General business book of insurance of people under age [...]

Professional risk practice looking to acquire

2018-04-09T14:35:17+10:00

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 [...]

Wanted: General Insurance book

2018-02-07T20:30:48+10:00

A General Insurance Broker is looking to purchase a small/medium commercial book of clients in Victoria. Rural or city based is OK. Portfolio of commercial and/or industrial client customer base preferred Can be stand alone book or operating business with current AFSL Would suit retiree or someone wanting to cease working in the industry Intending [...]

Forward thinking SA financial planning group looking to form Joint Ventures with accounting firms

2018-02-09T11:25:51+10:00

A successful full-service FP business, servicing professional and small business clientele, is seeking to grow, by setting up JVs with medium to large accounting firms (fees of $ 1.5 million +). Willing to acquire existing JVs or portfolios. This is an ideal arrangement for accounting firms facing margin pressures and unable to invest staffing resources [...]

Professional risk practice looking to acquire

2018-02-09T11:32:31+10:00

A very professional, highly regarded specialist risk practice, established over 30 years ago, is looking to acquire risk books NOW. Where? In any capital city other than Perth. Regional NSW will also be considered. Books with a FUM component in NSW will also be considered. What size books are required? Books with a recurring revenue [...]