Available

Merge to Secure Your Retirement Pathway
Sydney, NSW

• Ref: 134925
• Salary: (not disclosed)

A well regarded financial planning firm located in the Sydney CBD is actively seeking expressions of interest from financial planners who have established a recurring revenue base of over $500,000 and are open to exploring opportunities for a merger, including a complete or phased sale of their practice. This practice is uniquely positioned to seamlessly integrate with businesses focusing on risk and planning, boasting a robust history of successful acquisitions. Their proven methodology for integration ensures a smooth transition, promising potential synergies for both entities involved.

Central to This Proposition:

• Guaranteed Retirement Pathway: At the forefront of our offer is the assurance of a seamless transition to retirement. Secure your future with a structured sell-down of your equity, tailored to your timeline, ensuring a smooth handover of responsibilities while safeguarding your legacy and client relationships.
• Equity Realization with Continued Involvement: This unique merging opportunity allows you to realise the value of your equity upfront, Simultaneously, it affords you the flexibility to remain involved in the business, offering your invaluable expertise at a pace that suits your new lifestyle, ensuring a blend of professional satisfaction and personal well-being.
• Enhanced Service Capabilities: Unite under a shared vision to expand your client offerings, leveraging combined resources and expertise. This partnership will enable a broader spectrum of financial planning services, enhancing client satisfaction and opening new avenues for growth.
• Operational Synergies and Cultural Integration: Join a team that values operational excellence and cultural alignment, where your legacy will be respected and continued. Enjoy reduced administrative burdens while contributing to a culture of excellence and personalized service.

Your Legacy, Secured and Amplified

This opportunity extends beyond securing a financial future; it's about partnering with a like-minded firm that values your life’s work and offers a platform for it to flourish. It’s designed for those who have dedicated their careers to financial planning excellence and seek a dignified, strategic, and beneficial path to retirement.

The Next Step

Interested in knowing more? If so please contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452 or register your interest on this page and I'll call you. Alternatively, please click on this link to book a call with me.  Please note your enquiry will be treated in the utmost confidence.