Get a great multiple for your practice, with a little help from us.
Our Sale Advisory Service will equip you with the tools & support you need to conduct a successful owner-led sale.
Designed and backed by the experts at Centurion Market Makers, advisors on well over half a billion dollars in financial planning practice sales.
Choose Your Package
Does this sound like you?
If so, our Sale Advisory Service might be right for you.
What you get
Client and Product Segmentation and Data Tables
The "layer cake" - this is the data buyers will want, prepared in the way they’ll ask for it. It will save you time and it will increase the buyer's confidence in you and your business.
Detailed Information Memorandum
A customised advice business specific document, pre-populated with everything you need to sell the value of an advice business. You exchange the words and numbers in it with your own words and numbers from the data tables.
A briefing meeting with us where we will coach you on using the tools and show you how to customise the templates for your situation.
In this video, Chris explains the 3 different types of buyers and what you need to prepare in order to attract a premium buyer.
After studying owner-led sales over a 3 year period, we found that most were negotiated with a single buyer; 6 months later 3 out of 4 discussions had ceased; and most still hadn't transacted after 12 months.
The Sale Advisory Service will help you to:
Do it right
Our Sale Advisory Service follows the 6 step sale methodology we’ve used to transact well over half a billion dollars in practice sales. We consistently achieve on average 10-15% higher sale prices, with less risk, in less than half the time when compared to owner-led sales of equivalent practices.
Do it fast
Many business owners spend one to two years trying to complete a sale (you probably know someone). Where, in fact, less than six months is possible - equating to less stress, less fatigue and a better financial result.
Maximise sale value
Most owners honestly don’t know how to maximise sale value. With the huge variance in prices paid in the marketplace, a 10-15% improvement in price can equate to $100,000 for a small practice and $500,000 for a larger business.
This involves the right preparation, process and buyer management and many detailed terms at the term sheet stage. You will be able to minimise risk for remaining purchase price payments plus cover off contractual, operational, client retention and staff attrition risks.
CHOOSE YOUR PACKAGE
Sell your practice with confidence
Avoid these common pitfalls that first time sellers fall into when attempting to negotiate the sale of their practice
Created by Chris Wrightson, Managing Director of Centurion Market Makers, and a 30 year veteran of financial planning practice acquisitions & management.
Chris has advised on sales and acquisitions with a combined value exceeding $500M and he is trusted by Australia’s largest financial institutions when they need advice on divestment or acquisition of advice businesses.
Chris brings his proven methodology and extensive industry contacts to bear in maximising the sale price, terms and timeframe for practice owners.
30 Day Money Back Guarantee
If you're not satisfied, we'll give you your money back. That's it.
Our Program comes with a powerful guarantee to let you try it risk-free. If in 30 days you don't feel satisfied, just email us at firstname.lastname@example.org and we'll give you your money back. No questions asked.
Do the entire program
30 days is more time than you need to prepare for your sale! That means you can work through the Program, and if you're not satisfied – ask and receive a refund.
Stellar satisfaction rate
Admittedly, it’s early days, but we are yet to be asked for a refund. But, if you find yourself feeling let down, no problem. Let us know and we'll refund you – again with no questions asked.
Q. What if I only have a single interested buyer?
No problem. Whether you have a single buyer or multiple interested parties, the sale program will help you collate the right information, provide you with a detailed IM and we'll coach you on how to complete both. With Option 3, we can even introduce you to suitable buyers if you have none, or want to create some healthy competition.
Q. Who are the buyers you can introduce me to?
Our database has several hundred interested buyers across the country who have contacted us for acquisition opportunities. We have a mix of multinationals, mid size national firms and smaller boutique players in all states of Australia. We're confident we can introduce motivated buyers who will be a great fit for your clients.
Q. What does the Valuation service involve?
If you purchase Option 2, you'll also receive an 8 page Market Appraisal Valuation Report for your practice. We gather info about your practice using our 20 point Valuation Audit Questionnaire and overlay that with our knowledge of prevailing marketing conditions to produce a valuation that is optimised for the 8 key drivers of value to prospective buyers. You can learn more about it here.
Q. What if I get started with the program and find I need a bit more help?
By all means, if you need more help while running your process, get in touch. If you need to upgrade to our Full Service Sale program, we will deduct from our fee your investment in the Sale Program.
Q. Will this program work for any kind of practice?
If your financial planning practice turns over less than $1M and you're contemplating a full sale, this program will suit most kinds of practices. If you're unsure, please email us.
Q. What if I try the program and it doesn't really work for me?
We have a 30 day money back guarantee, so you just need to contact us within 30 days of buying the program and we'll refund your investment.