We were the first Australian specialist financial planning M&A group
We pride ourselves on pairing culturally aligned buyers and sellers
We have built a network of financial service professionals.
Consultants & Partners
Our consultants and partners are dedicated to helping your business grow
Of Selling and Valuing financial servicesbusinesses.
What we do
Our services have been designed to ensure you realise all the time and hard work you have committed to building your financial services business.
Explore our online marketplace and resources to identify growth opportunities for your financial services business.
An independent service to help you find an appropriate licensing solution.
Industry subject matter experts assisting financial service business owners to grow or transition through consulting services.
Our independent M&A Advisory services can assist you in any stage of the deal flow process.
Unique services for Dealer Groups to provide value and growth to their clients.
Latest businesses for Sale
- $303,817 EBIT
- $881,886 Revenue
- 829 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!
Wills Financial Planning
Business saleI 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
Business saleForte’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.
Business saleUltimately 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.
The Taggart Group
Business saleI 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.
Business saleHaving 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!
Business saleIt 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.