Thinking About Selling Your Financial Planning Practice?
Understand what your business is worth, what buyers are paying, and how to structure a sale that protects your clients, your team, and your outcome.
Steven Fine — MBA (AGSM)
Advised on hundreds of transactions across Australia, the UK and Asia
Advised on hundreds of transactions across Australia, the UK and Asia
Whether You’re Selling Now — Or Planning Ahead
Most practice owners only discover what buyers value when they go to market — often too late.
- Understand what your practice is worth today
- Identify what drives (and limits) value
- Structure a sale aligned with your goals
- Access a national and international buyer pool
A Structured Sell-Side Process Designed to Maximise Value
1. Understand Value
Assess your practice against real buyer demand data.
2. Position the Opportunity
Frame your business to maximise appeal and competitive tension.
3. Execute the Sale
Manage the process end-to-end to achieve the right outcome.
Register Your Interest
Confidential. No obligation. Just clarity on your options.