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Financial Planning Firm for sale

$4,900,000

  • ID Ref 0005
  • Suburb Sydney
  • State NSW
  • Status For Sale
  • Financial Planning Firm for sale

Business Description

Price $4.9M
Trading 22 Years +
Location: Sydney CBD
Funds Under MGT $77M+

Annual Revenue
F.P. $1.6M+
F.B. $300K+
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 dani@thebrokerageaus.com.au or Robert Su 0451 497 687 robert@biztransfer.com.au

Business Features / Snapshot

Your Business Broker

Robert Su

Business Location

Sydney, New South Wales 2000