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 2022 Practice Acquisition Sale & Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.


PLEASE CHECK YOUR JUNK / SPAM FOLDER.


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 2022 Financial Planning Practice Sale and Acquisition Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.


Valuation figures provided for:

  • FP Business co-located with buyers business
  • Risk and super only business / client book
  • Mortgage Broking
  • Large FP Practice >$3m revenue, not co-located with buyer
  • Client book with fees less than $2,000 p.a.
  • Client fees $2,000 to $3,000 p.a.
  • Client fees $3,000 to $5,000 p.a.
  • Client fees greater than $5,000 p.a.

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PLEASE CHECK YOUR JUNK / SPAM FOLDER.

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 2022 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 2022 Centurion Market Makers

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