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Username
Your email
Job Title
Location
(optional)
Leave this blank if the location is not important
Book Category
Accounting
Bookkeeping
Corporate Super
Financial Planning
Insurance
Mortgage Broking
SMSF Advice
Stockbroking
Asking Price ($)
Description
Application email/URL
Services/Products provided to clients
List what is provided to clients focusing on the major income producing items first.
Closing date
(optional)
Deadline for new applicants. The listing will end automatically after this date.
Annual Revenue ($)
This is used to calculate the valuation multiple in relation to the asking price.
Revenue Description
Also detail the revenue for the last 3 years explaining how it is comprised, e.g. trail & review fields, management fees, or brokerage fees. It is recommended that you also provide the YTD income.
Client Profile
List the number of clients under segments. List under value bands or Funds under Management (FUM) of different services provided. Include the average age of clients. You can also provide general comments of major income producing clients. High Net Worth clients are in big demand. PROTECT CLIENT PRIVACY. DO NOT PROVIDE ANY PERSONAL DETAILS OF CLIENTS ON LISTING.
Platform
It is beneficial to specify the platform/software used e.g. XPlan, Coin, Midwinter etc. as an indicator of ease of migration. If not applicable put “N/A” in field.
Your Company Details
ABN
(will NOT be visible to others)
Company name
Website
(optional)
Your Address
(will NOT be visible to others)
Tagline
(optional)
Phone number
(will NOT be visible to others)
Video
(optional)
Twitter username
(optional)
Logo
(optional)
Maximum file size: 2 MB.
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