We are currently receiving a lot of enquiries from sole practitioners and directors of small-tier Wealth Advisory firms looking to merge their practices into small-mid-tier Wealth firms and small-mid tier Accounting firms.
Areas of interest include
- Sydney (CBD, North Sydney)
- Melbourne (CBD, Eastern suburbs)
- Brisbane (CBD and surrounding areas)
- Adelaide (CBD, surrounding areas)
- Perth (CBD, South Perth, Subiaco)
Potential benefits or examples of a merger include lump sum goodwill payout for retiring partners, reduced compliance and technology costs and easier to recruit talented professionals.
If you are interested in exploring merger opportunities, we would welcome your enquiry.
Enquiries:
David Johnson
M 0477 034 954
W: (02) 9415 8287