Have you considered selling all or part of your client portfolio? It is likely that the biggest sale you will make in your professional life.

A common alternative to selling the whole practice is to rationalise the client portfolio by selling the clients that are either not in your preferred market segment, or clients you are unable to service profitably.

We can assist you with strategies to achieve the optimal result in either scenario.

We will:

  • outline the process involved in selling all or part of your client portfolio,
  • provide advice on how best to prepare your client portfolio for sale,
  • outline the available marketing options,
  • provide key tips when negotiating a sale,
  • act on your behalf to close the sale.

Fee Schedule*

Sale Price Fee
$0 – $500,000 5.0%
$500,000 – $750,000 3.0%
$750,000 + 2.5%
*Excluding GST
 Subject to a Minimum Fee of $2,500 + GST
To discuss how we can be of help, please contact us.