Business Insights Report
VIC, Melbourne MetroPremium HNW Melbourne Metropolitan Financial Planning Practice
Financial Planning Risk $5m+Deal Overview
EBIT
Circa $1.1m
Revenue
Circa $2.6m
Client Numbers
100-200 Client Groups
Terms
Asset Sale
Price
Indicative Offers of $8.8m+
Business Details
Business Overview
A premium self-licensed Melbourne practice which provides sophisticated financial planning and risk services. The practice currently services between 100-200 clients. The business targets high-net worth individuals with average client fees of more than $14,000 and average client FUM over $2.5m. Total funds under management is over $400m. The business has age characteristics; however it is offset with 80% of the top clients having beneficiaries already engaged or currently are in the process of being engaged.
Reason for Sale
The principals seek to continue in the provision of advice however wish to release themselves of business management. Both principals and their staff intend to remain with the purchaser during the transition period full-time before easing into an advisory focused role following final completion.
Transaction Information
Indicative offers subject to due diligence are invited. The vendor is seeking offers of $8.8m+ based on 3.5x FY26 Financial Planning Recurring Revenue and 3.0x Ongoing Risk Revenue or 7.5x FY26 AEBITDA.
The pricing reflects the premium business growth and its strong underlying quality of clients and revenue. The transaction is to be structured as a SHARE SALE.
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