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Financial Planning - Investment Based
(location not disclosed)

• Ref: 73046
• Price: (POA)
• Turnover: $253,000

An excellent opportunity to purchase a majority interest in financial planning business, consisting of approximately 70 active clients with recurring revenue in excess of $200,000. The vendor is a Chartered Accountancy firm which is seeking a buyer with recurring revenue ranging from $150,000 to $400,000, and who is prepared to take up tenancy in their office.

The vendor intends to retain a minority interest in the financial planning business and to continue to promote the services through its accounting firm.