We have recently listed a financial services firm seeking a partnership with an accounting firm who would like to establish a financial planning arm to their business. They have their own AFSL.

The ideal buyer would acquire a share (possibly up to 30%) of the firm with the opportunity to cross refer clients and possibly dual brand.

Both firms would benefit from the partnership by providing clients with multi-disciplinary services and cross-referring clients.

The firm also employs highly qualified and experienced staff and has the potential to expand staff resources rapidly to match an influx of additional referrals/clients.

If you think you may be interested in this opportunity, please do not hesitate to contact me on 07 3229 5126.