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
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
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.