succession planning
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Be Future ready
Every business should be ready for sale, no matter when it happens
Start your succession planning here.
Be Future ready
Why choose Futuro?
We will streamline the preparation process and position your business for a smooth and profitable sale.
Tap into our extensive network of contacts to connect with potential buyers.
Selling internally eliminates professional indemnity concerns.
Futuro ensures a seamless, hassle-free client transition to the new owner.
When selling your practice with Futuro, you'll minimise costs compared to using a broker or selling on your own, thanks to no brokerage fees.
We can refer you to trusted legal experts who offer comprehensive, full-service solutions.
No foundation SOA’s required.
Post-sale revenue tracking ensures precise valuation.
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Did you know?
Did you know only 5% of advice businesses have a comprehensive succession plan in place?
Succession Planning
Case Study
This case study exemplifies the importance of early succession planning and the positive impact it can have on the longevity and success of financial advisory practices.
1. Annual Review:
During our annual review, we highlighted Succession Planning as an imminent concern.
2. Tailored Plan:
After thorough due diligence, we devised a strategic plan to prepare the practice for sale, maximising returns on years of effort.
3. Successful Retirement:
The adviser achieved his goals, maximising his retirement benefits with minimal costs and full support.
Contact us
HEAD OFFICE
Visit Us
Level 3 240 Queen Street | BRISBANE QLD 4000
Postal address
GPO Box 942 | BRISBANE QLD 4001
Contact us
P: (07) 3018 0400 | E: info@futuro.com.au
opening Hours
Mon-Fri: 8.30am - 5.00pm | Sat-Sun: Closed