Businesses wanted NOW
Eager buyer of risk, financial planning and mortgage books. Acquisitions across the country with no restrictions on location wanted NOW. Investment up to $300,000. Willing to talk attractive terms for purchases with an upfront investment, reasonable handover protocols and standard run-off provisions.
Is this your management succession plan? Talk with a modern, insurance oriented practice, who are looking to acquire risk books in NSW. Read more
Melbourne based business wanted. Client numbers: 100-200. Funds under Advice: $20m-$50m Compliance: Needs to have a strong compliance history. Billing Arrangements: Fee for service with monthly fees debited from the clients nominated account. Funding has been organised for any future business acquisition. Contact purchaser direct. Read more
A well established Brisbane financial planning business located close to the city and looking to expand is seeking business acquisitions or books of business that cover risk, investment, super and SMSF. Read more
Sydney based group looking to acquire FP businesses NOW 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. Read more
This group is keen to bed down acquisitions and is ready to talk immediately to genuine vendors with a recurring income of $100,000 to $1,000,000 p.a. Risk, fee for service and funds under management are of interest. Read more
Annual ongoing revenue for 12 months (Sept 16 to August 17) is approximately $160K. Estimated 50% risk and 50% investment and super.
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Discover the attributes of the advisers, this national dealer group would like to partner with. Multiple venues available. Could this be your new home?
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Mentor Education is welcoming the change of seasons this month with a ‘Spring Into Action’ pricing incentive by way of 30% discount on selected online courses including Certificate IV, Diploma and Advanced Diploma qualifications. If you are considering up-skilling in the areas of Accounting, Business or Finance, now is the time to do it. In other news Mentor is getting closer to delivering Tax Practitioner Board (TPB) recognised short courses in both Commercial Law and Taxation law in addition to the Diploma of Finance and Mortgage Broking. Last time we talked about the Financial Planning Adviser Check program and as an update we are seeing great traction and benefit with a number of firms and advisers updating and broadening their suite of Financial Planning competencies to meet the ever-changing compliance landscape.
For more information on the Adviser Check program or our courses please contact us direct on 1300 306 146.
$70K. 18K. Plus various providers, small revenue bases. Ideal to add to current client list with same provider
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