Discover the true value of your financial planning practice.


For most financial planning practice owners, their practice is their biggest investment. Yet most practice owners do not prepare well when it is time to sell this valuable asset.

Our 2017 Financial Planning Practice Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.




Discover the true value of your financial planning practice.


For most financial planning practice owners, their practice is their biggest investment. Yet most practice owners do not prepare well when it is time to sell this valuable asset.

Our 2017 Financial Planning Practice Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.



Valuation figures provided for:

  • C and D clients – no ADA clients
  • Small FP practice with mix of revenue streams
  • Mid size FP practice with mix of revenue streams
  • Risk & Super only business / client book
  • Corporate Super
  • Large financial planning practice
  • Minority equity position – large FP practice
  • Majority equity position – large FP practice

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“Calendar 2016 was a year of increased transaction activity compared with calendar 2015 and 2014. With FoFA reforms in place, MySuper well understood and expected changes ‘known’, the marketplace for buying and selling of businesses and client books increased in activity as buyers and sellers both showed interest in achieving their outcomes.”

– Chris Wrightson, Director, Centurion Market Makers.

Centurion Market Makers is a wealth management industry expert providing business broking services to owners of financial planning businesses, and specialist business advisory services to large practices and licensees.

To learn more or discuss a full or partial sale of your practice, please contact us for a confidential discussion.

Copyright 2017 Centurion Market Makers

Centurion Market Makers
1300 766 256
info@centurionmarketmakers.com.au
Suite 2, 4 Belgrave Street, Manly NSW

Centurion Market Makers is a wealth management industry expert providing business broking services to owners of financial planning businesses, and specialist business advisory services to large practices and licensees.

To learn more or discuss a full or partial sale of your practice, please contact us for a confidential discussion.

Copyright 2017 Centurion Market Makers

Centurion Market Makers
1300 766 256
info@centurionmarketmakers.com.au
Suite 2, 4 Belgrave Street, Manly NSW