Financial Planning

Financial Planning Book for sale

70 clients

$43,000,000 FUM

$250,000 Recurring revenue

Looking for sale to complete December 2018

More details available on request

 

Location of Client Book: North Brisbane (mostly)

Category:

Executive Summary: 70 clients $43,000,000 FUM $250,000 Recurring revenue Looking for sale to complete December 2018 More details available on request  

Services/Products provided to clients: Holistic Financial Planning

Annual Revenue: $$300,000

Valuation Multiple: NAN

Revenue Description: Mainly % of FUM - 10% risk revenue Rising significantly each year (15%) due to client referrals and super contributions

Client Profile: Details on request

Platform: 100% BT Wrap (IOOF badge)

Asking Price: $Make an offer


70 clients

$43,000,000 FUM

$250,000 Recurring revenue

Looking for sale to complete December 2018

More details available on request

 

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