生意编号38174
最近更新2025年07月29日
1人已浏览
经纪人Ref: 24377
Exciting Financial Planning Practice Sydney Based $425,000
悉尼地区(Sydney Region),悉尼商业房产
转让费$42.5万
生意转让
寻求投资
合作伙伴
生意概述
- 物业类型 一
- 物业面积 一
- 每月租金 一
- 房租押金 一
- 月营业额 一
- 欠款负债 一
- 月毛利润 一
- 月净利润 一
- 库 存 一
- 设施设备 一
- 应付帐款 一
- 应收账款 一
- 卖家职责 一
- 员工人数 一
- 成立时间 一
- 发布来源 经纪人
转让原因
NA
生意详情
A rare opportunity to acquire a well-established boutique financial planning business with a strong reputation for compliance, stability, and client care.
Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.
Clients are primarily professionals and retirees, with high retention supported by structured review processes.
This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.
Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.
For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.
Operating since 2020 under a reputable licensee, the practice services 88 active households with $17.2 million in Funds Under Advice. Approximately 73% of revenue is recurring, with the remainder generated from upfront advice and insurance commissions. Net revenue to the business was $171,000 in 2025.
Clients are primarily professionals and retirees, with high retention supported by structured review processes.
This is a turnkey opportunity for an individual adviser looking to fast-track independence or a larger practice seeking to expand with quality clients and consistent revenue. Backed by strong systems, outsourced paraplanning, and a clean compliance history, the business is well-positioned for further growth.
Offered on a cash-free, debt-free asset sale basis. The vendor is open to facilitating a smooth transition.
For more information, please contact Phil Lyons or Tony Arena at BCI Business Brokers.
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