The Private Broker Network (PBN) brings together a partnership of industry specialists to address the specific needs of succession solutions for financial planning dealer groups and their network of advisers. With a broad range of skills and extensive experience, the specialised team provides a total business brokering solution via a private, secure online marketplace.

One of the most complex tasks a financial planning business can face is organising exit or purchase of a business. It requires coordination of many stages, across a number of disciplines, so it’s no surprise that many transactions are unsuccessful, or simply aren’t as successful as the parties would wish. And a poorly achieved transaction can be a costly mistake.

With the professional expertise of the Private Broker Network, you can avoid the potential pitfalls and be assured of a low-risk, cost-effective business transaction.

The creation of this unique service offering combines each specialist’s expertise to provide for all of the potential brokering needs of Financial Planning Dealer Groups and their members – more simply, faster and at a lower cost.

With PBN, you’ll enjoy access to a web portal that provides everything you need to:

• Buy and sell practices
• Buy and sell ‘books’ of clients
• Merge with other practices
• Find salaried and equity partners
• Explore joint ventures
• Secure practice finance

Members also enjoy access to specialist succession consulting, tax and legal advice.