Selling your financial planning business

 

 Sample of Testimonials  

 

  


 

 

 



 

Centurion Market Makers (Centurion) provides assistance to buyers and sellers of Financial Planning (FP) businesses.


We have two options when you want to sell your financial planning business:

1. You retain Centurion

You can retain Centurion to represent your business,sourcing buyers and completing a transaction.

When you choose this option, Centurion's fees are paid by you, as the seller. Click here  

OR

2. The Buyer retains Centurion

Centurion can introduce you to buyers who have retained us to source, run and complete transactions on their behalf. In using this option, Centurion's fees are paid by the buyer, not the seller. Click here

Regardless of the option you choose Centurion's role includes providing solutions and structuring advice to allow a transaction to occur. 

AN ASSISTED SALE

If you already have a transaction underway, Centurion Market Makers can ensure you receive a market price and competitive terms. We also manage the risks inherent in any transaction, offering advice and assistance.   

Contact: 1300 766 156

The Benefits of Selling your Business through Centurion Market Makers

 

 

1. Choice

 

You can retain us to represent you; or in specific circumstances we will act as a buyers agent and introduce you to Institutional buyers.

 

2. Knowledge and 

     Experience:

 

We understand what its like for you, and how to guide you through a successful the sale of your financial planning business

3. Professionalism:

 

From beginning to end, we manage the entire sales process quickly and discreetly, while minimising interupption to your business. We tailor our approach to your requirements, timeframes and payment terms. 

 

4. Understanding:

 

We know that finding the right buyer, getting the right price and terms are of paramount importance to you

 

5. Access:

 

We source both private and institutional buyers, providing you choice and flexibile terms 

 

 

Contact: 1300 766 156

 

For legal advice on business transactions and commercial issues Centurion Market Makers refers too:

  MARTIN CHECKETTS

  Partner -  Mills Oakley Lawyers

 mchecketts@millsoakley.com.au

 (03) 96050999

www.millsoakley.com.au