• Australian Advisory

How to prepare your Advice business for a quick sale

Updated: Oct 28



In May 2021, Money Management reported that the number of Advisers fell to below 20,000 for the first time.

Further to this, they also reported on Friday 17 September 2021, that 71 Advisers resigned in the week with only nine switching to a new licensee. That leaves 62 Advisers without a current role.

Only 40% of those who dropped out were reported to have passed the FASEA exam, and it’s not only the exams that are forcing quality Advisers out of the industry, but also the expensive costs of running a business and the intensive compliance now required.

If you are fed up, like many Advisers and thinking about selling, then our Due Diligence Checklist can help you to prepare for a quick sale. Even if you don't have all this information ready, contact us in confidence, so we can discuss the options available to you.






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