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Financial Planning Book for Sale - Canberra Region! Par...

Business for Sale
CANBERRA ACT

A book of financial planning clients located mainly in the Canberra Region is now for sale. The book consists of 90 clients with a recurring income of $79k P.A. This list of clients is excess to the

Price $80,000

Financial Planning Book for Sale - Canberra Region! Part Vendor Finance Available TAP!

Stock Included:
Stock Value:
Years Est:
Gross Revenue:
A book of financial planning clients located mainly in the Canberra Region is now for sale. The book consists of 90 clients with a recurring income of $79k P.A.

This list of clients is excess to the needs of the vendor. The vendor is wishing to sell this book as one lot with the opportunity suiting a Financial Planner looking to add to an existing base or looking to start out in the profession.

Part Vendor Finance will be considered and the sale price will be adjusted to reflect the retention of clients over the first 12 months.

At present the asking price is based on the client book annual fees received of approximately $80k - a multiple of 1. The final sale price would be adjusted at the end of the 12 months to reflect any reductions in the annual fees received.

Loyal and long-standing clients!

Sale Price $80,000

For more information about this great opportunity please contact Michael Newham of Finn Business Sales on 0419 263 014 or email michael.newham@finnbusinesssales.com.au

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Contact: Michael Newham
Mobile: 0419 263 014

Bsale ID: 264657
Agent ID: 5538724




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