Practices for Sale

It’s been a busy period leading up to June 30 with a number of practices changing hands and due for settlement in the first week of July.   We still have several practices available for sale including:

1. Melbourne - South Eastern Suburbs

  • Future Maintainable Fees of $650k – Mainly business and 29 SMSF clients.
  • Highly Profitable Firm – No Financial Planning Services Offered
  • The top 10 clients account for 43% of total fees.
  • The top 30 clients account for 61% of total fees.
  • Retiring Sole Practitioner offering small handover period.
  • Available Now but fees won’t transition any major distance from current location.

 

2. Melbourne - Eastern Suburbs

  • Future Maintainable Fees of $300k – Mix of Business, Individuals and 14 SMSF clients.
  • No Financial Planning Services Offered
  • The top 10 clients account for 18% of total fees.
  • The top 30 clients account for 33% of total fees.
  • Retiring Sole Practitioner offering to stay on part time for 6 to 12 months.
  • Available Now but fees won’t transition any major distance from current location.

 

3. Melbourne – Inner Northern Suburbs

  • Parcel of Fees - Future Maintainable Fees of $45,300
  • 16 Business Clients with fees between $1200 and $4200
  • Sole Practitioner winding down and selling Business Clients.
  • Available Now

Register as a Potential Buyer to receive more info.



Leave a Comment

First and Last Names
E-mail Address


Terry Sofra wrote:
11 Jun 11:53pm
Hello Interested I the Inner Northern Suburbs pls
Peter Acharya wrote:
11 Jun 7:11pm
Please let us have more details on Northern Suburbs practice
Graeme Harris wrote:
11 Jun 6:20am
I would be interested in looking at the fees that are available in the Inner Northern suburbs.

Thank you