Merger Completed

HAMILTON

• Ref: 71288
• Price: (POA)
• Turnover: $3,300,000

A tremendous opportunity for a progressive Planning or Accounting firm with a strategic outlook to enter into a joint venture with a highly profitable Newcastle based Financial Services firm with offices throughout the state. The firm's turnover from accounting for 2008 was$2.15M, It's current platform FUM is estimated at $30million with other managed funds and equities under non platform advice estimated at $50million

The firm is seeking a strategic partnership that will strengthen particular aspects of their consulting, thereby enhancing their on-stop financial services offer, whilst expanding their geographical presence.