Businesses For Sale
Financial Planning
Location: Brisbane & Sydney offices
- Extraordinary opportunity
- Diversified and significant Financial Services business
- Financial Planning - $500m FUM
- Gross Revenue circa $10m
- More than 4000 investors – QLD, NSW & VIC
- Small franchise (dealer network)
- Highly systemized business processes
- Own licenses
- Available Now
Ref #: 647
Financial Planning
Location: Newcastle/Hunter Region
- Fantastic Opportunity to acquire outstanding business
- Join ‘Dealer of Choice’, active partner
- Retain Principal 3-5 years
- FUM $65m
- Recurring Revenue $480k
- Gross Revenue $550k
- 300 active clients
- Outstanding new business opportunities in the region.
- Available Now
Ref #: 660
Financial Planning/Accounting/Mortgage Broking Business
Location: Brisbane, Queensland
- Gross Revenue - $3.750m (Acct $2.5m, FP $1m)
- EBIT - $1.2m
- $85m FUM (platformed)
- Multiple locations
- Own licence
- One partner happy to retain all or part of his existing equity and the other Partner is happy to continue part time – great continuity and client retention.
- Massive growth potential across entire business and option to commence white label product with main platform provider.
- A highly compliant business with excellent reputation and staff.
- Available Now
Ref #: 661
Financial Planning & Accounting (SMSF Focus)
Location: Melbourne CBD
- Part or full sale – several partners wishing to stay on long term.
- Accounting practice growth built from the FP practice.
- HNW clientele
- Fee for Service Business Model
- Highly professional
- $200m+ FUM (Direct)
- G.R forecast 30/06/10 circa $6m
- Available Now
Ref #: 662
Financial Planning
Location: Perth, Western Australia
- Recurring Revenue $850k (Jun to Dec 09 annualized)
- Gross Revenue (FY2009) $1,185m
- EBIT 08/09 $788k
- FUM Financial Planning $78.1m
- 236 active clients
- Annual In force Risk Premium $109k
- Differentiated Service Offering and Pricing Policy for each Segment of Client
- Experienced and Committed High Quality Staff
- High Level of Platform business including an in-house platform via Coin
- Fee Based
- High level SMSF business
- National Corporate Super Fund, 1,491 members, with a comprehensive service offer
- Systemised Back Office – Documented Processes and Procedures
- Available Now
Ref #: 663
Risk Business
Location: North Sydney
- Fantastic opportunity to acquire an outstanding risk business
- 3385 clients
- Annualized Recurring Revenue 09/10 $1,320,000
- Annualized Expenses 09/10 $705,000
- Annualized EBIT 09/10 $500,000
- FUM approx $85m
- Excellent client demographics
- High caliber staff who enjoy a positive culture
- Outstanding new business opportunities
- Available Now
Ref #: 664
Financial Planning & Risk Business
Location: Brisbane Metro
- Financial Planning (60%) and Risk (40%)
- Navigator Platform
- Own License
- $60m+ FUM
- G.R $600k +
- Owner plans to retire within 1 – 2 years.
- Available Soon
Ref #: 665
Financial Planning – Non Fee for Service Clients
Location: Sydney Inner West
- Opportunity to acquire C class clients
- $300k+ Recurring Revenue
- Risk
- Corporate Super
- Individual Super
- Some savings bond and capital guarantee products
- Excellent data and information
- Electronic Files
- Own licence, easily transferred
- Opportunity for ongoing relationship with vendor
- Available Now
Ref #: 666
