Thinking of Selling Your Financial Planning Practice?
Before you take the next step, get the expert guidance you need.
Download Radar Results’ newly updated Seller’s Guide — your ultimate resource for understanding the ins and outs of selling a financial planning business. Selling a business can feel overwhelming – but these insights and guidance involve a range of strategic, financial, and compliance considerations. This Guide provides a clear overview of the key steps involved, helping you approach the process clearly and confidently.
Inside the Guide you’ll find:
- Sale structure options explained (shares, assets, or registers)
- What buyers look for in a client base
- Restraint of trade clauses and legal tips
- How to prepare client data and compliance documents
- Our current price guide is based on age, fees, and service type
- Due diligence checklists and pathway to settlement
- PLUS: How to value your practice correctly and avoid common mistakes
This guide has helped hundreds of planners achieve a smoother, more profitable sale.
Want a confidential chat? Call John Birt on 0413 838 362
Please complete the form below and a FREE copy of the Seller’s Guide will be emailed to you.
