Sophisticated advice business with amazing IP. 44 clients. Annual gross in excess of $500K.
An adviser who has been in the industry for 22 years plans to exit the business to pursue other opportunities. The business is composed of ongoing fee for service and risk. All ongoing service arrangements have been regularly serviced. Opt-in is renewed annually for all clients. Overall income from the practice is $130K (inc [...]
A diversified advice group with their own newly established AFSL, who have been in the industry for 20 years are looking to exit the “sale of advice” business. There are two branches. One is in Brisbane and the other strategically located in Townsville. The business is mainly financial planning and includes a number of [...]
A successful adviser who has organically grown his business over the last 10 years plans to exit and change careers. This small diversified planning firm generates regular, consistent and ongoing revenue, without too many clients to service. It would suit a smaller planning firm seeking to continue to service the existing clientele, or could [...]
An adviser who has been in the industry for some years plans to exit the business to pursue other opportunities. The business is composed of ongoing fee for service with some risk. All ongoing service arrangements have been written since 2013, all are regularly serviced. Opt-in is renewed annually for all clients. Overall income from [...]
A successful adviser, based in Robinvale (VIC) who has been in the industry for 18 years plans to retire due to a health situation in the family. The business is mainly risk and personal super. The main product providers are: AMP TAL AIA Onepath Zurich Colonial MLC Asteron BT Macquarie Insurance premium income is [...]
A successful adviser who has been in the industry for 30 years plans to retire. The business is composed of super and risk, with some non-super investment clients too. Most major insurers are represented. This is highly profitable, low cost business which would particularly suit a turnkey acquisition. There are some 350 clients. 80% [...]
A adviser who had been in the industry for 30+ years has retired. The business is mainly super/investment and some Risk. Roughly 85/15. Insurance premium income is about $4,800 pa. Recurring revenue from current investment products is about $17,900 p.a. and there is a further $6,875 from older style Investment/super products. There are some 120 [...]