Australia's largest market to buy or sell a Financial Planning Practice

My Business: Radar Results Pty Ltd

Business Description: Australia's largest market to buy or sell a Financial Planning Practice.
NO FEES to sell your Financial Planning Pratice to a R...
more Australia's largest market to buy or sell a Financial Planning Practice

My Business: Radar Results Pty Ltd

Business Description: Australia's largest market to buy or sell a Financial Planning Practice.
NO FEES to sell your Financial Planning Pratice to a Radar buyer.
FREE appraisals and information memorandums.

Degrees: Diploma of Financial Planning from Deakin University, 1994

My Expertise: Radar's Process

Matching
Monthly marketing to over 12,000 planners who subscribe to our Newsletter, develop a sellers list, provide free appraisals and information memorandums, clarify needs of buyer and seller and match buyers with sellers.

Feasibility
Asses the acquisiiton for a cultural fit; analyse the systems of the seller, chair meetings and exchange information.

Negotiation
It's where Radar's role is critical. Many Buyers and Sellers will turn to us for an assessment of what's a fair price, fair payment terms, fair restraints of trade and transition period. We assist with office visits, finance, transition plan, collect authority to sell from Dealership, Letters of Offer and Heads of Agreement.

Settlement
Monitor progress of legals, client management, attend settlements, advise on pre and post purchase issues.

Experience: With a background in banking, financial planning and accountancy, John Birt has been involved in the financial industry for over 27 years. Completing Deakin University's Diploma of Financial Planning in 1994, John has been an Associate of the Financial Planning Association for the past 15 years.
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