Financial Planning Business – Fees circa $2,800,000

This business is already sold
A rare opportunity to acquire a well established, sizeable and profitable financial pla…

Business Overview

A rare opportunity to acquire a well established, sizeable and profitable financial planning business. One advantage of this particular business and client base is that it has scale and could very well suit a financial planning business or group requiring clients and fees to introduce a new partner or grow a particular office to a scaleable operation.