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
AustraliaOnline millenial financial planning and risk business
- Online only business model
- Millenial client base with excellent
- demographics
AustraliaBoutique financial planning business
- $130m Funds Under Management
- $124m FUM on MDA model portfolio’s
- Multi-Asset FUM is predominately
Brisbane QLD, AustraliaHNW financial planning business in sydney
- $75m FUM
- 239 Active Clients
- Predominately Health Professionals
Sydney NSW, AustraliaCBD fin planning and risk specialist
- High growth in Revenue, EBIT & FUM
- $609k plus of Recurring Revenue
- $342k EBIT if 1 Principal retained
Our 3-Stakeholder Belief
The secret to success in any transaction
is identifying cultural alignment
Our Success Stories
Hear what companies have to say about
their experience using Forte
Stephen Prendevile
Google Australia
Business sale
Forte handled the entire sales process for me which was great. It reduced stress and I was able to get a great outcome for myself and clients. I highly recommended Steve and the team.
Jelanee Uwaezuoke
Mckinsay
Valuation
Forte handled the entire sales process for me which was great. It reduced stress and I was able to get a great outcome for myself and clients. I highly recommended Steve and the team.
Jelanee Uwaezuoke
Mckinsay
Valuation
Forte handled the entire sales process for me which was great. It reduced stress and I was able to get a great outcome for myself and clients. I highly recommended Steve and the team.
Jelanee Uwaezuoke
Mckinsay
Valuation
Forte handled the entire sales process for me which was great. It reduced stress and I was able to get a great outcome for myself and clients. I highly recommended Steve and the team.