Sold

Accounting Practice

Mornington - FP

Fees of $100,000

More About This Listing

Sold

Accounting Practice

ID: 51

Fees of $100,000

Fees of ~$66,000

This Financial Planning business with sole principal has $27.5m FUM.

Operating on a fee base for service only, with clients on ongoing service arrangements, this is an attractive portfolio for a Financial Planning firm wanting to expand its client base.

Reason for sale: Principal is wanting to retire.

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