2024 Advice Practice Acquisition, Sale and Valuation Guide

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 2024 Advice Practice Acquisition, Sale and 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 2024 Advice Practice Acquisition, Sale and Valuation Guide provides insight into the market value of financial planning businesses and how buyers are currently approaching practice acquisitions.


PLEASE CHECK YOUR SPAM/JUNK FOLDERS.

Valuation figures provided for:

  • FP Business co-located with buyers business
  • Risk and super only business / client book
  • Mortgage Broking
  • Large FP Business >$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.

100% secure. We never share your email.

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 2024 Centurion Market Makers

Centurion Market Makers
1300 766 156
info@centurionmarketmakers.com.au
North Manly NSW 2100

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 2024 Centurion Market Makers

1300 766 156
info@centurionmarketmakers.com.au
North Manly NSW 2100