Sell your financial planning practice for more money, faster, and with less risk.
As an owner, you invest a lot of blood, sweat and tears into growing your practice, and for all of us there comes a time to realise some of the fruits of that labour.
Selling your practice, or planning your succession is not something you do every day as an owner, and for first timers, the environment can be unforgiving. You only get once chance to make a first impression with each acquirer or equity partner, and how you go about it – how organised and informed you are – impacts greatly your sale price, your risk, and how long it takes to get the deal done.
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.
Those services include:
- Practice sale
- Succession planning
- Business valuation
- Practice finance
Centurion Market Makers is headed by Chris Wrightson, 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.