SELLING A FINANCIAL PLANNING PRACTICE

 

Chris Wrightson

Managing Director

 ph 0411445997

1300 766 156

 

 

 

 

 

 

 

  

 

 

 



 

 

 

 



 


Selling your Practice or Client Book

You will have spent a long time building a valuable asset -your Practice.

You now need to decide if you should invest in assistance to realise the best possible outcome.

Centurion will advise you through a Practice sales process that maximises your value, negotiating with buyers and conducting the transaction to meets the needs of your shareholders, your people, and your clients.

Centurion provides you with an end to end transaction management service.


The Benefits of selling your Business through Centurion Market Makers 

Knowledge + Skills + Process x Experience

We have advised on the buying and on the selling side of financial services transactions for various individuals and for a large number of institutional buyers.

We have an in-depth knowledge of many past transactions that will benefit you as the vendor. 

We have the necessary skills required for transaction management, to define your selling options by understanding your personal objectives, providing advice on pre-deal structuring and related considerations, defining the target market and likely financial outcomes.

We have the necessary process and experience to ensure:

·    that you would extract the best possible offer/transaction from a buyer;

·    that an offer you accept from a buyer is "at market” based on other offers and our knowledge of other transactions;

·    a sale process that puts you in control of the time line that acquirers will need to follow as opposed to you following a prospective acquirers process.

Understanding and Professionalism  

We know that finding the right buyer, getting the right price and terms, are of paramount importance to you.  

Contact: 1300 766 156

Centurion in the Media 

 

Disaggregation likely post-FoFA

Fee cuts an unlikely trend

Client flow takes a back seat

BOLR key to Practice Valuations

Fiduciary duty: Shaking it up





“Beyond price and terms, we know that it is important to every Practice owner that we represent, to find for them a buyer who can provide the same quality of service and care to the Practices clients –this is an important determinant of a successful transaction”

 Chris Wrightson