SELLERS

What to ensure when selling your financial planning practice

Ability to effectively communicate and negotiate

Ability to effectively communicate to the clients and also negotiate a better fee structure with the financial product suppliers.

Must have licence

Compliance with ASIC licence requirements is neccessary.

Having a loyal customer base

For retail advisors, a strong referral client base is neccessary to build up a strong clientele base for return on investments.

Having a good reputation

Having a good reputation will attract potential investors

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.

Contact Collins Acquisitions today to learn more about our business valuation services and to schedule an in-person, no obligation meeting with one of our team.