Sooner or later, we will no longer own our business. Alternatively, we may buy or sell parts of client bases as we seek the optimal combination of services and scale for a financial advice business. Bringing on new staff, sometimes means acquiring their clients from a previously business. There are many cases when we may need to contemplate the acquisition or disposal of a client base.

At Advicebridge Limited we have been working with advisers to transact client bases for years. For over two decades Chatswood Consulting Limited has been involved in adviser client base valuations. We have brought that knowledge together in the e-book you can obtain by clicking on the link below.

Download Advicebridge e-book v4

For more information about client base transactions go to www.advicebridge.co.nz