2020 Financial Planning Practice Sale and Valuation Guide | Centurion Market Makers

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 2019/20 Financial Planning Practice Sale and Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.

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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 2019/20 Financial Planning Practice Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.

YES! SEND ME THE FREE GUIDE

Valuation figures provided for:

  • Grandfathered commissions
  • Mortgage Broking
  • FB Business co-located with buyers business
  • Risk & Super only business / client book
  • Corporate Super
  • Large FP Practice – no co-location with buyer business
  • Client fees above $3000 per annum
YES! SEND ME THE FREE GUIDE

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Tim Lane | Centurion Market Makers

“Calendar year 2019 was dominated by the Royal Commission (RC) and its impact on the industry. With the report issued in February, we saw the sector slowly get back on its feet, and by September/October, we had high levels of enquiries looking to both sell and acquire practices. Our view of the RC from last year remains.”

– Tim Lane, Partner, 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 2020 Centurion Market Makers

Centurion Market Makers
1300 766 156
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 2020 Centurion Market Makers

Centurion Market Makers
1300 766 156
info@centurionmarketmakers.com.au
Suite 2, 4 Belgrave Street, Manly NSW