Business Insights Report
NSW,Regional New South WalesRegional NSW Financial Planning & Risk Practice
Financial Planning Risk SMSF $1m-$3mDeal Overview
EBIT
Circa $170,000
Revenue
Circa $707,000
Client Numbers
172 Client Groups
Terms
Asset Sale
Price
Indicative Offers of $1,650,000+
Business Details
Business Overview
An established Financial Planning & Risk practice services 172 client groups across regional New South Wales. The firm generates $438,396 in Financial Planning recurring revenue and $160,986 in risk ongoings. The business demographic serves clients with average fees of $2,549.
The business delivers disciplined, client-focused financial advice, underpinned by strong professional and compliance standards. Its services and advice cover superannuation, retirement planning, SMSFs and broader wealth management needs, supported by tailored, evidence-based investment strategies focused on diversification, risk management and long-term outcomes.
Reason for Sale
The owner has been operating at capacity and is looking to join an established provider that can support back-office services and bring in administrative support. This will allow the owner to get back to what she loves and values most, which is serving her client base.
Transaction Information & Terms
Indicative offers subject to due diligence are invited. We expect offers to be in the vicinity of a multiple of 2.75x total recurring revenue of $599,382 = $1,648,301.
This transaction is to be structured as an Asset Sale. Currently the principal works 3 days per week and seeks to remain with the business for the foreseeable future, as do the staff. Payment terms are 80% at settlement, the balance at the end of 13 months, or earlier, subject to client and revenue retention.
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