BUYING A FINANCIAL PLANNING BUSINESS

 

 

 

 

 



 

 Centurion Market Makers maintains a register of buyers of financial planning businesses and client books.

Being on our Buyers Register means Centurion can find you quickly and easily when we are representing a Vendor in the sale of a practice that matches your requirements.

Click here to register as a buyer through Centurion Market Makers 

 Buyers are looking to acquire:

  • entire financial practices
  • an equity position in financial planning practices
  • an option to buy an entire (or equity position) in a financial planning business in the future
  • a financial planner's client base

Centurion Market Makers has the experience and skills to help you manage the entire process of buying a financial planning practice.

 

MERGING YOUR PRACTICE

Centurion Market Makers has relationships with a range of practices all around Australia, who are seeking a merger partner.

For a discreet conversation and opportunity to explore a merger:

Call Centurion on 1300 766 156

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The Benefits of registering to Buy a business through Centurion Market Makers  

1. Access:

To new market opportunities.

2. Choice:

Of acquisition structures. We offer you the option to buy an :

  • entire financial planning practice,
  • equity position in a financial planning practice,
  • entire client base,
  • a portion of a client base;

either now or in the future.

 

3. A fully managed process

We have the experience and processes to help you prepare and implement a thorough plan for acquiring a financial planning practice.

Seeking Finance for your Practice?

Call 1300 766 156