BUYERS

What to look for in a financial planning practice

Fee structures

Existing fee structures with clients and financial product suppliers.

ASIC licence

Compliance with ASIC licence requirements.

Customer base

For retail advisors a strong client base and referal base.

Reputation

Reputation in the market place.

Market research and understanding 

Research support from the head office must be strong and reputable for the investment advisors to rely on.

Qualified work force

Strong qualifications, in-depth experience, good product knowledge, access to a strong research base and strong marketing skills.

Give Collins Acquisitions a call today to see how we can identify and ensure your buying the business available.