Forte Asset Solutions
150+
Transactions
We were the first Australian specialist financial planning M&A group
98%
Full payment
We pride ourselves on pairing culturally aligned buyers and sellers
6000+
Subscribers
We have built a network of financial service professionals.
10
Consultants & Partners
Our consultants and partners are dedicated to helping your business grow
20+
Years
Of Selling and Valuing financial servicesbusinesses.
What we do
Selling
Our services have been designed to ensure you realise all the time and hard work you have committed to building your financial services business.
Buying
Explore our online marketplace and resources to identify growth opportunities for your financial services business.
Licensing
An independent service to help you find an appropriate licensing solution.
Strategy Consulting
Industry subject matter experts assisting financial service business owners to grow or transition through consulting services.
M&A Advisory
Our independent M&A Advisory services can assist you in any stage of the deal flow process.
Dealer Services
Unique services for Dealer Groups to provide value and growth to their clients.
Investment Opportunities
Latest businesses for Sale
TAS, Northern Tasmania Northern Tasmania Financial Planning Practice for Sale
- $255,000 EBIT
- $600,000 Revenue
- 134 Client Numbers
VIC, Eastern Metropolitan Melbourne Large Eastern Metro Melbourne Financial Planning Practice for Sale
- $565,000 EBIT
- $2,100,000 Revenue
- 1,572 Client Numbers
VIC, Eastern Metropolitan Melbourne High Net Worth Boutique Accounting & FP Practice in Melbourne’s Eastern Metro Suburbs for Sale
- 720,000 EBIT
- 2,400,000 Revenue
- 239 Client Groups Client Numbers
SA, AdelaideLarge Adelaide Advisory Practice for sale
- $1,490,000 EBIT
- $2,900,000 Revenue
- 596 Client Numbers
Our 3-Stakeholder Belief
The secret to success in any transaction is identifying cultural alignment
The best adviser for your clients
The best employer for your staff
The best outcome for your family.
Our Success Stories
What our clients have to say about
their experience with us!
Gary Wills
Wills Financial Planning
Business sale
I had heard Steve talk at a seminar about the sale of FP practices. I had kept the information on Steve in a file and made contact with him when I was ready to sell. I found Steve to be very professional, ethical and diligent. After providing him with the detailed information he requested, he then proceeded with the sale process. I was expecting this to take 18 month to 2 years. Within a few weeks Steve had a number of ASX listed companies and advisers whom were interested in purchasing my asset. The Sale documents were signed on 6 months later
Mark Euvrard
Libertas
Business sale
Forte’s focus at all time is on the client outcomes or in my case the advisers we looked after. The decision making is a large part on culture and then on the commercial aspects of the transaction. It is not easy to sell your business but it gives great comfort to work with professionals who have networks, processes and understand the marketplace intimately.
Dan Walsh
Tailored Wealth
Business sale
Ultimately it was a very positive experience working with the team at Forte. Steve was committed from day 1 to finding the right fit for my business & clients. A sale of any business has its challenges but Steve's processes, experience & communication ensured a smooth journey and positive outcome for all parties. If I were to do it all over again, I would certainly engage Forte Asset Solutions.... because if you are going to do something, do it right.
Jim Taggart
The Taggart Group
Business sale
I can never thank Steve Prendeville and the Forte team for making such an important decision, seamless enriching and undertaken at a level that was so professional and diligent. Steve is an incredible person, highly intelligent, extremely commercial, sympathetic,and respectful of how businesses are to be bought,sold or merged with the right culture and people. If you are considering any of these particular transactions in your business Steve Prendeville, his staff and business is the organisation to deal with. I cannot recommend them highly enough and I say publicly thank you, thank you, thank you for what you did for me, our business and family.
Andy Gowers
Time Advice
Business sale
Having never sold a business before, we were understandably nervous but we received invaluable guidance, support and advice through a lengthy but ultimately worthwhile process. Forte's experienced, steady views on things were fantastic. We have now successfully merged our business with a firm that is an ideal place for our clients and our staff - mission accomplished!
Anuj Shangle
Time Advice
Business sale
It was fantastic to deal with Steve and his team. We are so happy with the outcome they have managed to accomplish for us.Client care and cultural alignment were the two crucial factors for us. I believe we have not only achieved that but achieved a complete win-win for all the stakeholders involved. It was only made possible with Forte’s ongoing help, patience, systematic approach, professional guidance, and extensive network.I am truly grateful for all the hard work that the Forte team put in to assist us with the transaction and would be very happy to recommend their services to my peers in the industry.