Sell Your Financial Services Practice With Confidence

Australia’s specialist adviser for the sale, acquisition and valuation of financial services businesses including financial planning and accounting practices.

Sell Your Practice Understand What Your Practice Is Worth

Trusted by Financial Services Practices Across Australia and the UK • Specialist Financial Services M&A • Buyer Intelligence Dataset • Industry Transaction Experience. With 17 years of Business Broking and M&A expertise, Growth Focus steers Financial service practice owners through critical transitions. Our tailored services in business sales, succession planning, acquisitions, and deal management consulting are designed to maximize your practice value and enhance your strategic opportunities for growth and exit.

LIVE OPPORTUNITIES

Financial Planning Practice — Sydney CBD — $1.1M Recurring Revenue

Accounting & SMSF Firm — Melbourne — 280 SMSF Clients

Wealth Advisory Business — Brisbane — $420M FUM

Financial Planning Practice — Perth — $850K Recurring Revenue

Accounting Practice — Adelaide — Long Established Client Base

Wealth Management Business — Gold Coast — Retirement Focus

Financial Planning Practice — Sydney CBD — $1.1M Recurring Revenue

Accounting & SMSF Firm — Melbourne — 280 SMSF Clients

Wealth Advisory Business — Brisbane — $420M FUM

Financial Planning Practice — Perth — $850K Recurring Revenue

Accounting Practice — Adelaide — Long Established Client Base

Wealth Management Business — Gold Coast — Retirement Focus

The Hidden Value Gap

Two financial services practices with similar revenue can achieve very different outcomes when brought to market. Buyers assess client composition, revenue structure, operational systems and transition risk — all of which influence perceived value. Understanding these drivers before going to market can materially improve the outcome of a sale.

Our Sell-Side Advisory Process

1. Valuation

Understand the true market drivers of your practice value.

2. Buyer Targeting

Identify strategic buyers and qualified acquirers.

3. Negotiation

Structure transactions to maximise value and certainty.

4. Completion

Support transition and protect clients, staff and legacy.

Speak With a Financial Services M&A Specialist

Whether you are considering selling, exploring acquisition opportunities, or simply want to understand how your practice may be valued in today’s market, a short confidential discussion can provide useful clarity.

Current Acquisition Opportunities

Explore financial planning and accounting businesses currently available for acquisition across Australia.

Live Listings

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Open Listings

Live Listings

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The Outcome of a Practice Sale Is Determined Long Before the Deal Is Signed

Selling a financial services practice is often the most significant financial event in an owner's career. Yet many transactions begin without the structure, preparation and market positioning required to achieve the strongest possible outcome.

The difference between an average result and an exceptional one is rarely the business itself — it is how the sale process is prepared, managed and negotiated.

Without the right guidance, owners frequently encounter avoidable risks: engaging with the wrong buyers, disclosing information too early, or negotiating without the competitive tension needed to maximise value.

What Professional Sell-Side Advice Helps Achieve

Protect confidentiality while quietly engaging with qualified buyers.
Create buyer competition by accessing the full market of potential acquirers.
Avoid costly mistakes that can reduce value or derail transactions.
Maintain focus on running the business while the sale process is professionally managed.
Achieve a stronger outcome through structured negotiation and transaction management.