Practices/Fees for Sale or Purchase
Grow revenue with no upfront cost
There is a way to increase revenue under your brand with minimal additional workload or investment. It involves growing the revenue generated from your existing clients by offering extended financial services, such as financial planning. But instead of bringing on a financial planner yourself and the associated licenses etc, we offer the opportunity create an arm of your brand without the on costs, responsibility and compliance.You receive a share of the revenue generated from the clients brought into the new arm of your business and we do all the work. Your Financial Planning arm could enhance the financial services offered to your clients by including a wide suite of financial planning services including: * Estate Planning services, * Super including SMSFs, * Direct Investment in the Warren Buffett style, * Protection including Income Protection for trades and succession planning for business owners. Your business would increase revenue plus generate a higher multiple when it comes time to sell. This structure benefits both practices with minimal additional workload on the accounting practice. If you are looking for a way to grow your business, we are more than happy to discuss our offering in further detail with you.
Location: Bondi Junction, NSW
Fees: $1
Practice Type: SMSF Specialist
Services Offered:
- Financial Planning
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