Financial Planning Businesses For Sale

We are looking for an accountant who wants to continue working closely with the Mortgage Broking business and continue servicing the existing and future clients of the Mortgage Broking Business.

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I am a dual qualified tax agent and financial planner looking to merge or JV with another larger firm with

I am a dual qualified tax agent and financial planner looking to merge or JV with another larger firm with $1M-$2m in fees.

Successful large Mortgage Broking Business looking to sell Accounting arm of the business to a passionate and enthusiastic vibrant accountant.

This opportunity is suited to an accountant that is looking to start their own business or looking to grow their business and wanting help with lead generation.

I currently have $250K in accounting fees including a small parcel of SMSF audit fees and $300K in financial planning fees.

I am seeking to focus on my financial planning practice and would be interested in establishing a JV/Profit share with a like minded firm.

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I am a dual qualified tax agent and financial planner looking to merge or JV with another larger firm with $1M-$2m in fees.Successful large Mortgage Broking Business looking to sell Accounting arm of the business to a passionate and enthusiastic vibrant accountant.This opportunity is suited to an accountant that is looking to start their own business or looking to grow their business and wanting help with lead generation.I currently have $250K in accounting fees including a small parcel of SMSF audit fees and $300K in financial planning fees.I am seeking to focus on my financial planning practice and would be interested in establishing a JV/Profit share with a like minded firm.Clients are mostly in Melbourne with some interstate.Ideal for a New Sole Practitioner and established firm alike.ASIC corporate services are provided as well as Tax advisory services incorporating asset protection.The practice fees are between $220,000 to $250,000 so could be suitable for an accountant wishing to purchase their own practice with potential for growth.Sole practitioner can continue working 3-4 days per week for up to 5 years if required.Good staff and many long term clients including SMSFs and small NFP audits.

M-m in fees.Successful large Mortgage Broking Business looking to sell Accounting arm of the business to a passionate and enthusiastic vibrant accountant.This opportunity is suited to an accountant that is looking to start their own business or looking to grow their business and wanting help with lead generation.I currently have 0K in accounting fees including a small parcel of SMSF audit fees and 0K in financial planning fees.I am seeking to focus on my financial planning practice and would be interested in establishing a JV/Profit share with a like minded firm.Clients are mostly in Melbourne with some interstate.Ideal for a New Sole Practitioner and established firm alike.ASIC corporate services are provided as well as Tax advisory services incorporating asset protection.The practice fees are between 0,000 to 0,000 so could be suitable for an accountant wishing to purchase their own practice with potential for growth.Sole practitioner can continue working 3-4 days per week for up to 5 years if required.Good staff and many long term clients including SMSFs and small NFP audits.

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