Financial Planner Book Of Business For Sale. Don’t let one of your most valuable assets lie fallow as you transition into retirement. This business servicing sale is a local sme in the financial planning category.
Take advantage of our deep experience in this area. Our goal is to help you grow your business. The cfp board of standards inc.
And according to the mgi australian family and private business survey, close to half (4%) of all.
View 21 financial planning businesses or franchises for sale on seek business and turn your dreams into reality. Professionals who might keep a book of business include: So, we facilitate the entire process, assisting you with every aspect from valuing a book (or a piece of a book), to negotiating the deal, and handling all the paper work and the legal aspects of the transfer on your behalf. The voice of australia business survey conducted by bentley’s south australia, suggested that just 19 per cent of smes have an exit strategy.