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

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Terry Sofra wrote:

12 Jun '18 1:53pm

Hello Interested I the Inner Northern Suburbs pls

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Peter Acharya wrote:

12 Jun '18 9:11am

Please let us have more details on Northern Suburbs practice

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Graeme Harris wrote:

11 Jun '18 8:20pm

I would be interested in looking at the fees that are available in the Inner Northern suburbs.
Thank you

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