Sold

Financial Planning
(location not disclosed)

• Ref: 85781
• Price: (POA)
• Turnover: $766,000

A well established practice with two (2) adviser owners is offered for sale. The practice has a good mix of investment ($100M FUM) and risk ($1.2M Annual Written Premium).

One of the proprietors is prepared to stay for at least the next 5 years to transition the goodwill.