Consumer Research Businesses For Sale
Opportunity Type | Financial Planning - Risk Based
Location: Sydney Northern Suburbs | Status Available Ref 72628
A self licensed AFSL (insurance & superannuation product only), operated by an industry veteran with more than 30 years experience. The vendor has determined that it’s time to retire from the financial services market and seek new challenges. The practice has been very much targeted towards life risk insurance products with some focus on superannuation.
This is a book of 1,300 names that produced $227,000 of recurring revenue in the 2009 financial year. The practice is located on Sydney’s north shore.
Opportunity Type | Financial Planning - Investment Based
Location: Melbourne CBD | Status Available Ref 72741
A small self licensed AFSL, turning over $200,000 PA, is seeking to sell a 50% stake in its business or merge with an accounting and/or financial planning practice. The vendor believes that his skills and stockbroking background give him a competitive edge and he is seeking to assist a similar minded business grow. The business is located in the Melbourne CBD in a small premises owned by the vendor and may be readily transferred to another CBD or inner city location.
Opportunity Type | Financial Planning - Investment Based
Location: Newcastle, NSW | Status Available Ref 73046
An excellent opportunity to purchase a majority interest in financial planning business, consisting of 71 active clients with recurring revenue of $253,000 in the 2009 financial year. This business is currently a division of an accounting firm and is conducted through a separate entity. The current owner, a Chartered Accounting firm, intends to retain a minority interest in the firm.
