Maximise your valuation.

Minimise your risk.


Explore our 6 step methodology for realising the full value of your practice.

Free ebook
Attend our practice sale webinar

Maximise your valuation.

Minimise your risk.


Explore our 6 step methodology for realising the full value of your practice.

Free ebook
Attend our practice sale webinar

Don’t leave money on the table.

You’ve spent years building your practice, and it’s now likely the most valuable asset you own. Unfortunately the majority of practice owners negotiate from a position of weakness when it comes time to sell their practice.

Owners often:

  • Don’t know the true value of their practice
  • Negotiate with the first buyer who approaches them
  • Let emotion get in the way of the best sale outcome because they’re too close to their business

Get a professional in your corner.

In a market place with far more buyers than sellers, this is a successful approach that reduces risk for the practice owner and minimises impact on stakeholders.

For many Practice owners, the Financial Planning business or shareholding is their largest financial asset, so the outcome of a sale is important to their financial future.

Recognising this, we advise you through a business sales process that maximises sale value, negotiates with buyers and conducts the transaction to meet the diverse needs of shareholders, people in your Practice, and importantly, your clients.

We’re responsible for identifying and qualifying suitable prospective buyers to introduce to you. To do so, we draw on our relationships and our extensive database of qualified buyers. In a market place with far more buyers than sellers this is a successful approach that reduces risk for the practice owner and minimises impact on stakeholders.

Confidentiality assured.

In our experience, most owners prefer their transaction to remain confidential to the parties involved. For this reason we don’t advertise transactions or source buyers by listing them on our website.

Take the next step

Arrange a 15 minute call with Chris to explore how much your business is worth.

Attend our practice sale webinar
The Centurion value proposition

Proven methodology and fast track templates

Our 6-step methodology has been proven in over hundreds of transactions. It’s designed to create a multi-buyer situation that will drive on average a 10-20% higher sales prices and get the deal done in less than half the time most practice owners can achieve on their own – all with a lot less risk!

Access to the best buyers

Through relationships established over 25 years and multiple transactions with some of the largest players in the financial planning industry, we have the networks to source exactly the right buyer for your practice. On average, we will achieve between 3 and 9 high value written offers on a transaction.

Genuine independent interest

Selling your practice is like seeing the kids leave home. It’s something you anticipate for years, but when the time comes, it tugs at your heartstrings. We support you through the decision making and sale process, helping you make the right decisions before you start to pave the way for your new future.

Clients engage us because:

  • Connector.

    Right buyer

    They need to find the right buyer (not just any buyer) for their practice and clients

  • Connector.

    Dedicated focus

    It takes time and significant effort to sell a practice or client base. Owners seldom have the capacity to run a transaction themselves while successfully running their practice.

  • Connector.

    Impact

    The financial significance to their family in selling a practice means it’s prudent to have professional advice

  • Connector.

    Proven experience

    It is highly unlikely they’ll achieve a better result for themselves, other shareholders, clients and staff, than an adviser with requisite knowledge and years of experience

  • Connector.

    Level the playing field

    They appreciate that buyers often have greater transaction experience than sellers, and a professional adviser can level the playing field

  • Connector.

    Impartiality

    Not all shareholders are ready to exit. A third party can assist in defining a solution that meets everyone’s needs

Gareth Hall

“Chris has provided us with succession planning, sale and acquisition services and has generated significant shareholder value that we might otherwise not have achieved. And he reduced risk in the process! As a larger business we knew we needed assistance. We knew we didn’t have all the knowledge required and there was too much at risk to get it wrong. We hired Chris; the work he has put in and results we have achieved have been exceptional.”

Michael Patman, Patman Planning Group

“Finding an acquisition is difficult, transacting is another challenge again, the transaction terms, tax and legal entity considerations are complex for both the buyer and the seller. I’ve seen 4 separate lawyers, 3 accountants and my first 10 minutes with Chris on the phone was better than the countless hours spent elsewhere. It was refreshing to speak to someone with experience and confidence in what is a very ambiguous area. I would strongly recommend Chris’ services if you are considering sale or succession planning.”

James Bevis, Dimension IV Risk & Life

“Chris provided us with advice and assistance on acquiring another practice that saved us money, time and reduced the risk in making the acquisition. We run a large successful business and between us have significant business experience however were surprised by what we didn’t know about reducing risk, making the transaction a success and how to finance the deal. His knowledge and professional approach sets him apart from his competitors and we will use his expertise again.”