Discover the true value of your financial planning practice.

Royal Commission update included!


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 Financial Planning Practice 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 2018 Financial Planning Practice Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.



Valuation figures provided for:

  • Grandfathered commissions
  • C and D clients
  • 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

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PLEASE CHECK YOUR JUNK / SPAM FOLDER.

“Calendar 2018 was a year of increased transaction activity. With FASEA education standards now in place, an exam for all advisers by 1 Jan 2021 the marketplace for buying and selling of businesses and client books will increase in activity as buyers and sellers both showed interest in achieving their outcomes. The big unknown now is the longer term impacts on valuation as a result of the Royal Commission and an increased supply of sellers in the market place.”

– 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 2018 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 2018 Centurion Market Makers

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