The Buying Process

Connect Financial Service Brokers can assist you with developing a strategy to grow or merge your business. We have a great deal of experience assisting business owners to obtain the most appropriate finance, set realistic expectations and targets and achieve their desired outcome.

The environment for buyers is very competitive and we can assist you to gain a strategic competitive edge. We have facilitated the sale and acquisition of a significant number of Financial Planning businesses of all sizes, as well as negotiating and implementing mergers, joint ventures and succession plans.

Buying a Financial Planning business requires preparation and a well thought out strategy. As a buyer you will need to demonstrate previous success in your own business and your value proposition to the seller. Buying in the current market is not simply about price.

You will also require a transition strategy and approved finance.

Connect Financial Service Brokers can assist you in developing a buying strategy and work with you every step of the way to achieve your buying goals.