Adviser Asset Solutions

We are licensed and certified Business brokers, plus we have hands on experience of 32 years in financial services. We can assist you to prepare your business to come to market, understanding that each business is unique therefore we will develop strategies with you for transition, sale, merger or exit. We ensure that there is a good cultural fit between your firm and the buyers. Our key areas of service include:

- Acquisitions and Divestments of Financial Planning assets or Financial Planning practices

- Succession Planning – Family and Non Family FPPs

- Estate and Succession Planning - for Principals of Financial Planning business

- Managed Buy Outs and Managed Buy Ins - of Financial Planning Practises

- Financial Planning Practise – Growth and Divestment Strategies

- Equity and Debt Funding Strategies

- Brand Building – See our ‘Brand in a Box’ marketing services