As consultants in the financial services sector, we provide services with respect to buying and selling financial planning, accounting, mortgage broking and general insurance businesses. Natalie Egan has been directly involved in many purchases and sales since 2009 in her capacity as a consultant. Depending on your requirements we can either be wholly involved in the acquisition process, or simply engaged to provide you with purchasing opportunities.
Natalie Egan is the leading provider of this service in WA for the acquisitions, sales and mergers of financial planning businesses.
Our consulting service is highly confidential, ensuring outside disruptions are limited, and your staff, clients and competitors are not alerted. This results in your staff and clients not being concerned by your future plans and thus less likely to leave your business pre-sale or purchase.