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Nash industry insights report

Industry reports

Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports

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Selling a financial services business

We use the latest industry data to help you get the best price when selling a finance business

The financial services industry is in high demand due to the strong population growth rate, the superannuation industry, and shifts in big data. We can help you understand the true value of your business.

Nash industry insights report

Understand where your business stands in your industry

Get an in-depth understanding of the financial industry and how your business fits into the landscape. By knowing about all the recent movements, you'll get a better idea of the value of your business.

Your industry report contains:

  • Sector insights
  • Public trading and operating data
  • Notable transactions
  • Detailed analysis from our team of experts

Ready to take the next step? Ask us about a business valuation today.

Get your industry report

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“There has been a high level of consolidation within the Financial Services industry in recent years. Specifically wealth management, insurance, and alternative finance are all sectors of the industry which have strong interest.”
Sean O'Neill
Sean O'Neill
Managing Director

Financial industry insights

Sean O'Neill, one of our directors, has over 10 years of experience working in the financial industry. He has worked for KPMG in the Cayman Islands for four years where he was responsible for managing a range of engagements for hedge funds and other financial institutions.

Over the last five years he had close interactions with the management of a large financial company which is based in Sydney and is now listed on the stock exchange. Sean is also a Chartered Financial Analyst, a Business Valuation Specialist, and a Chartered Accountant.

Key valuation metrics

  • Financial licences
  • Technology system being used internally
  • Spread of customers
  • Proprietary technology

Maximise the value of your financial services business with the right advice.

Our process for financial industry sales

Education

4 - 6 weeks

We learn everything we can about your business and how you're positioned in the market so can give you the best advice.

  • Educate clients about the process
  • Explain different buyer options, including trade businesses, private equity, and private owners
  • Prepare a valuation report about the business
  • Create a score card on the business and areas where it may need improvement
Preparation

Preparation

4 - 12 weeks

We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.

  • Working with your management team to find areas of growth or limited areas of weakness
  • Implementing ideas from our valuation report
  • Assessing the level of normalisations
  • Getting financial data and customer data, covering 50 areas of data we need
  • Creating a 'kick off pack' including NDA, One Pager, and IM
  • Preparing a secure data room to provide buyers with everything they need
Research

Research

4 weeks

We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.

  • Speaking to buyers early in the process to get an 'early view' of value from them
  • Research who is buying in Australia and globally
  • We use our proprietary method to ensure our buyer pool is strong and competitive
Marketing

Marketing

6 weeks

Once your business is prepared correctly, we take it to the market and identify potential buyers.

  • Contacting the buyer pool
  • Sending marketing documents
  • Q&A management calls
  • Site tours with owners and management
Negotiation

Negotiation

4 weeks

Once we have a buyer, we negotiate on your behalf to ensure you get a favourable outcome.

  • Buyers send through Term Sheet and conditions attached to the deal
  • Nash Advisory and buyers exchange data and modelling
  • Signing of the Term Sheet
Diligence

Diligence

6 - 10 weeks

The diligence process is sensitive and needs to be handled correctly. We are experts at managing all stakeholders involved.

  • RFI sent by interested parties
  • Lawyers engaged and contracts are sent through
  • Further Q&As and site tours
Finalise

Finalise

2 weeks

We ensure that the final stages of your sale go smoothly by overseeing the signing of documents cash flows.

  • Signing of key documents
  • Management of cash flows
Sample toolkit

See the blueprint for success with examples of 12 documents used in a business sale

Download now

Recently completed deals

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Our process for financial industry sales

Education

4 - 6 weeks

We learn everything we can about your business and how you're positioned in the market so can give you the best advice.

  • Educate clients about the process
  • Explain different buyer options, including trade businesses, private equity, and private owners
  • Prepare a valuation report about the business
  • Create a score card on the business and areas where it may need improvement
Preparation

Preparation

4 - 12 weeks

We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.

  • Working with your management team to find areas of growth or limited areas of weakness
  • Implementing ideas from our valuation report
  • Assessing the level of normalisations
  • Getting financial data and customer data, covering 50 areas of data we need
  • Creating a 'kick off pack' including NDA, One Pager, and IM
  • Preparing a secure data room to provide buyers with everything they need
Research

Research

4 weeks

We put a great deal of effort into understanding who is buying businesses in your industry and why. We research the buyer pool so we can find the best buyer.

  • Speaking to buyers early in the process to get an 'early view' of value from them
  • Research who is buying in Australia and globally
  • We use our proprietary method to ensure our buyer pool is strong and competitive

Experts in tourism businesses

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Experts in the financial services industry

Calculating finances
Real business experience

Our directors have decades of experience between them working and investing in the financial services industry. We understand what's important and what other investors are looking for.

Calculating finances
Work with our directors

As a client, you will work closely with our directors and communicate with them regularly. You will have the knowledge and skill of our directors at your disposal.

Calculating finances
Diligent and detail-orientated

We have a meticulous process for all our clients. From preparing your business for sale to finding the right buyer, our process is comprehensive.

Calculating finances
Network of buyers

Finding the most suitable buyer for your business is essential to maximising your sale price. We have a network of contacts and a proprietary system for locating the best buyer for your business.

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Maximise the value of your financial services business

We're experts in the financial services industry and we can help you sell your business.

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