17
Years
We were the first Australian M&A specialist dedicated financial service business owners
98%
Full payment
We pride ourselve on identifying culturally beyond the first payment
6000+
Subscribers
We have built a network of financial services professionals.
10
Consultant
Our consultants and partners are dedicated to helping your business grow
What we do
- Sell Your Business
- Information Memorandums
- Segmented Selling Services
- Comprehensive Valuations
- Market Commentaries
- Case Studies
- Multiple Table
Buying
We excel in realising the value of your most important asset – your financial planning, risk or diversified accounting practice.
Licensing
We excel in realising the value of your most important asset – your financial planning, risk or diversified accounting practice.
Strategy Consulting
We excel in realising the value of your most important asset – your financial planning, risk or diversified accounting practice.
M&A Advisory
We excel in realising the value of your most important asset – your financial planning, risk or diversified accounting practice.
Dealer Services
We excel in realising the value of your most important asset – your financial planning, risk or diversified accounting practice.
Investment Opportunities
Latest Business for Sale
CBD fin planning and risk specialist
- High growth in Revenue, EBIT & FUM
- $609k plus of Recurring Revenue
- $342k EBIT if 1 Principal retained
Boutique financial planning business
- $130m Funds Under Management
- $124m FUM on MDA model portfolio’s
- Multi-Asset FUM is predominately
HNW financial planning business in sydney
- $75m FUM
- 239 Active Clients
- Predominately Health Professionals
CBD fin planning and risk specialist
- High growth in Revenue, EBIT & FUM
- $609k plus of Recurring Revenue
- $342k EBIT if 1 Principal retained