


“When benchmarked against the average family home, a financial planning business is a valuable asset. Yet most practice owners do not prepare well when it is time to sell their practice. Poor preparation, lack of knowledge and lack of experience in selling, often equates to poor results at the time of sale compared to the alternative.
For many, selling a financial planning business is not about retiring. It is about reducing workload, changing careers, pursuing other interests, or the desire to reap financial rewards for hard work. Whatever your reasons are, there is a lot to consider when selling your financial planning business.
The 6 Steps to Selling Your Practice guide will give you the knowledge and insights you need to optimise outcomes when selling a financial planning business – an area most owners will have limited experience.”
– Chris Wrightson, Director, Centurion Market Makers.