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Incomplete - Action Required

Incomplete - Action Required

Acquisition Profile

Why this ? The acquisition business profile data is held in strict confidence and has been designed to identify cultural alignment and fit between interested parties for current and future businesses for sale. All buyers must complete the acquisition profile to progress to the information memorandum.

Personal Information

Business Target Specifications ( Required)

Location (State) *
VIC
ACT
TAS
NSW
WA
QLD
NT
SA
Location (Region) *
CBD
Metro
Regional
Business Sought*
Financial Planning
Accounting
Risk
SMSF
Mortgage Brokering
Other
Client Niche *
HNW
Retiree
Accumulator
High Earning Professionals
Mum and Dad Investors
Millennial
Other

Tell the seller about your business (Required)

Buyer Type
Your Business Type *
Financial Planning
Accounting
Risk
SMSF
Mortgage Brokering
Other
Approved Financing?*

Financial Planners Only (Optional)

Direct Equties

Accounting Only (Optional)

SMSF Administration
Business Advisory
Compliance
I Returns

Mortgage Brokering (Optional)

Loan Book

Additional Comments (Optional)

Steps to complete Acquisition Profile