Sell your practice for more money, faster, and with less risk.
When you’re ready to sell your financial planning practice, engage an advisor with a trusted name in the industry.
Discover the true value of your financial planning practice.
Our 2021 Financial Planning Practice Sale & Acquisition Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.
Sell your Practice
Our 6 step methodology has been proven over hundreds of transactions, achieving on average 10-15% higher sale price, with better terms, in less than half the time.
Buy a Practice
With access to pre-qualified, pre-market opportunities across 5 states, we are your conduit to high value practice acquisitions that align with your strategy.
Thinking about succession? Our staged approach surfaces the often diverse needs of stakeholders and builds consensus on a concrete, mutually beneficial exit plan.
Centurion Market Makers is headed by Chris Wrightson, a 30 year veteran of financial planning practice acquisitions & management.
Chris has advised on sales and acquisitions with a combined value exceeding $500M and he is trusted by Australia’s largest financial institutions when they need advice on divestment or acquisition of advice businesses.
Chris brings his proven methodology and extensive industry contacts to bear in maximising the sale price, terms and timeframe for practice owners. Read more.
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 all stakeholders. Learn more...
Market Value Appraisals
Based upon our practical and commercial experience, we provide market value appraisals for Financial Planning Practices. Learn more...
Finance for Acquisition or Succession
With an in-depth understanding of the Financial Planning & Accounting Practice finance marketplace, we can assist practices with their financing needs. Learn more...
Business Succession Planning
Leverage our expertise and process to help identify and meet the needs of multiple shareholders or business partners leading up to an exit. Learn more...
What our clients have to say
Matthew Oake, Director/Financial Adviser at Private Wealth Partners
“Our next challenge was finding someone who we could trust and how do you know who is really knowledgeable and can add value in a transaction? Chris Wrightson advised us and simplified the process to reach commercial agreement, added value to the transaction while ensuring we got the commercial outcome we wanted. Chris is professional, diligent and an adviser you can trust to guide you to success in a transaction, we would recommend Chris to anyone considering a transaction.”
Gareth Hall, Partner Lifestyle Financial Services
“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.”
Keith and Jenny Powell, Powell Capel Securities
“We hired Chris to assist us with succession and sale of our practice and were very happy we did. Not only is Chris professional, diligent and a trusted adviser, we received 9 offers in writing and with Chris’ assistance achieved price and payment terms at the top of the market range. We would highly recommend Chris to anyone thinking about succession and sale of their business.”
Matthew King, Director/Certified Financial Planner at Infuse Financial
“I have been super impressed and most grateful for the services you have provided. Paying for your services has probably been the single greatest investment I have ever made, with the sale price of the practice being influenced by at least 10x that in my opinion. Your willingness to provide assistance and advice in the process has enabled me to move forward with a sale in a timeframe that any ordinary business owner would simply disbelieve, which has made the process a lot less stressful and time consuming than I thought could have been possible. Thanks again, and if anyone needs to speak to someone about the need for your IM product I would be happy to for you to pass on my details.”
Val Nigol, Principal Owner at Financial Freedom Solutions
“I am very happy to recommend Chris Wrightson from Centurion Market Makers to anyone considering the sale of their practice. His process for preparing us and our business made a significant difference to the way we could engage prospective purchasers and agree price and terms. Centurions access to the market place for prospective purchasers was extensive with 30 buyers reviewing the opportunity via Chris and his team. We received 5 detailed offers in writing within a few weeks and were very happy with the price and terms negotiated. Chris and his team were professional and kept us informed every step of the way, we felt we had an adviser we could trust to act in our best interests.”
Justin Hooper, Managing Director at Sentinel Wealth
“I engaged Chris to assist with the implementation of our succession plan and in particular the first step of selling some equity to a key person. Chris was very helpful both as a sounding board to think through the issues as well as to provide the implementation framework and documents. Chris is very strong on detail and process and I would recommend him to anyone who is serious about succession planning or selling equity. He will ensure that it happens and is done professionally.”
Nathan Ide, Managing Director at Private Capital Management
“I was considering a transaction and arranged to send Chris some data and speak to him by phone, within 10 minutes he had identified 2 significant issues that had the potential to impact the value by thousands of dollars – issues I was not aware of based on current regulation.
Chris has years of knowledge and experience and that makes a difference if you are seeking advice. I would recommend Chris if you are thinking of buying or selling a financial planning practice.”
Ralph Ryan, Proprietor at Axis Financial Services
“Thanks for your assistance, it delivered us a better outcome then we could have achieved by ourselves and gave us the confidence required to complete a transaction. When we started the process of selling the business I thought it would be easy and did not realise how long it would take and how much was involved. A combination of little experience in conducting a transaction and buyers with previous transaction experience made me realise half way through the process that it was very unlikely that I would achieve a better result for myself (and other shareholders, clients and staff) than an adviser with knowledge and experience in this field. Your knowledge and experience was invaluable and I would not have had the confidence I needed and achieved the outcomes I did without your assistance. Thanks for all your effort. ”
Michael Patman, Managing Partner at 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 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’s services if you are considering sale or succession planning. ”
Stephen Walliss, Financial Planner and Corporate Adviser at WallissOrr Advisory
“It’s interesting that when ‘Advisers’ require advice they either seldom seek it; or leave it too late. I’ve engaged with Chris to ascertain what our practice options are – inclusive of further acquisition; and eventual succession. Much of what required dialogue were ‘sounding-board’ issues. You know….the stuff you think you have your head around, but need to discuss it with an experienced hand.
Of course, as well as the opportunity to discuss these issues, what also eventuates from these discussions are potential opportunities and issues that you didn’t know existed; or that may arise.
Chris’s experience in Practice Acquisition, Sale and Succession is immense. His decades of complete immersion in so many financial and multi-disciplined advisory companies, coupled with his research into what it is that we are actually seeking, provided us a great sounding-board. It also resulted in us being able to explore additional tangents – some of which were new to us.
Sometimes in life and business you discover a resource that you can lean-on with complete confidence. A resource that is a ‘given’. Chris and his company provide this to our practice. When you have invested so much of your working life in your business, accurate advice with practical outcomes regarding your future is predominant. We now know where to access this advice. It provides us with conviction.”
From our Blog
More than 50 percent of practice owners tell us that they do not know what their practice is really worth. In a service-led business… Read more.
Owners of small practices looking to sell their business should do so now before the market is flooded by advisers looking to get out of the… Read more.