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Mergers and acquisitions

Considering buying or selling a financial planning book?

Acquiring or selling a client book can be complicated and time consuming, which is why businesses choose to deal directly with MLC.

As one of Australia's most experienced and largest buyers and sellers of client books, we have the internal expertise to manage the full end-to-end process as well as offer you the flexibility of an unbundled service so you can pick and choose which parts of a transaction you require, making our service a cost-effective option.

MLC Licensee Networks’ Mergers and Acquisitions forms part of our specialist service offering. Whether you need assistance with a valuation, managing a specific transaction only, or overseeing and executing an end-to-end sale, a dedicated support team will be assigned to guide you every step of the way.

Why partner with us?

Wealth of expertise

Your transaction is project managed by a dedicated and experienced team of consultants and analysts whose expertise has supported countless advisers.

A partner at every stage

Whether you're looking to expand your business or exit the industry altogether, we can provide you with access to client books1 or help plan and manage your succession strategy.

Comprehensive client data

You don’t need to manage the complex task of creating a detailed list of your client base – we can do this for you. Our team will access data from various systems to create a comprehensive client listing for you, which includes revenue and funds under management, demographics, client contact details, fee arrangements, and more.

Unique offerings

We provide a unique offering which is designed to ease some of the complexities for you. We can assist with relevant client communications, manage and track client transfers post settlement, facilitate transactions by acting as intermediary between buyer and seller, and undertake complex purchase price and deferred payment calculations for sales deeds.

Flexible services

We offer an end-to-end service, including options for in-depth data analysis, valuation, marketing and integration support, including the preparation of legal contracts2. You can employ all our services or use only the ones you need.

 

1 Buyers are required to conduct their own due diligence when assessing a client book.
2
We recommend you seek independent external legal advice which may involve legal fees or other costs.