Business DescriptionPrice $4.9M
Trading 22 Years +
Location: Sydney CBD
Funds Under MGT $77M+
Property and Other $500K+
Total Revenue $2.5M+
NOT TO BE MISSED
Rarely a firm of such calibre becomes available. Finn Business Sales is proud to represent this well-established and respected Financial Planning firm based in a sought after area in Sydney’s CBD.
After 22+ years of service, the owner has decided to sell the firm to the right buyer who will deliver a 1st class service to his existing clients. The owner is willing to continue with the new buyer for an indefinite period of time to ensure client retention. There are 7 professional staff currently running the firm with plenty of room for growth. The spacious office has a long lease available, however, relocation is optional as the owner is willing to relocate the firm if required.
For further information, please contact Dani Rifai 0411 870 977 email@example.com or Robert Su 0451 497 687 firstname.lastname@example.org