Businesses Wanted

/Businesses Wanted

Professional risk practice looking to acquire

2018-04-09T14:35:17+11:00

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+11:00

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+11:00

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+11:00

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 [...]

Investment business/book wanted by non aligned AFSL. NSW based.

2017-10-18T15:36:09+11:00

Multidisciplinary financial services firm with several offices in NSW & ACT is actively looking to acquire funds management businesses with up to $150 million under management. Macquarie and MLC platform businesses are preferred however open for discussion to all opportunities. The firm has been operating for 8 years with a history of successful acquisitions to [...]

Do you have a client base with heritage or capital guaranteed products?

2017-07-19T15:18:26+11:00

The demand for financial services businesses has intensified. At Knowledgemaster (KM) we have received an increasing number of inquiries from serious purchasers looking to buy in recent times. There is little stock to service a huge demand. Yet there is a category of business forgotten by advisers and seriously neglected by the product manufacturers. [...]

Sydney CBD business seeks acquisitions

2017-06-19T16:42:02+11:00

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 [...]

Leading national dealer groups are looking to begin dialogue with professional advisors

2017-05-17T17:37:43+11:00

What are the demographics of an Ideal Practice they would like to engage with?  You: Have at least two years in your own financial planning business Have earnings of a minimum $150k proven in previous 12 months which is transferable. Or the capability to reach that within two years Operate your business from a commercial [...]

Albury Adviser looking to acquire risk, financial planning and mortgage books

2017-05-17T13:21:06+11:00

A well established financial planning practice based in Albury, NSW is looking for business acquisitions and books of business that cover either risk, financial planning and mortgage. They are looking at acquisitions across the country with no restrictions on location and an already existing client base that includes the eastern seaboard and WA. They are [...]