Ref no. CFSB455 – Financial Planning, Canberra

• A Financial Services firm is looking to introduce a financial planning offering to its Canberra client base
• This firm is looking for a quality, holistic financial planning business to purchase
• This could suit an owner who is seeking a long-term succession planning solution and would create opportunities for existing staff members

Ref no. CFSB434 – Accounting, Melbourne VIC

• Melbourne based Accounting firm looking to buy or establish a business relationship with a culturally aligned Accounting firm in the Geelong, Ballarat or Bendigo region.

• Could be a long term succession plan opportunity.