BUYING A FINANCIAL PLANNING BUSINESS 

 

 

 

 



 

 

Buying a Practice or Client Book

The market for acquiring Financial Planning Practices or Client Books is competitive.

To ensure you receive notification of opportunities in your area: 

Register here as a buyer 

How can I improve my chances of buying a Practice or Client book?

  • Have your finance pre-approved ;
  • Sell yourself – it is likely that a Vendor will have many offers to choose from – he/she will be most attracted to a buyer who presents well; 
  • Put yourself in the Vendors shoes -understand the emotion of selling client relationships, and the sales process the Vendor has gone through to get to this point;
  • Have a high level plan for transitioning client relationships and integrating the acquisition.

 

Call Centurion on 1300 766 156

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“Being prepared is the key to successful acquisition – prepare your finance, understand what is negotiable and reconcile this with your position; then plan and resource the integration of your acquisition”