Industry reports
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
Gain deeper insight into your industry and competitors with the help of our comprehensive industry reports
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.
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:
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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.
ASX listed Afterpay Touch has revolutionised the market that has traditionally been called 'high-interest consumer finance' by effectively charging the retailer a commission on the sale instead of charging the consumer. Incumbent players such as Flexigroup, Money 3, and Cash Converters traditionally charged a consumer very high annual interest rates on small financial loans for goods.
We expect the market to continue to be consolidated via acquisitions. The business model could also be applied in a business to business function—and there are a range of small financial companies that have traditionally financed this market at attractive rates of return.
ASX listed Netwealth has developed a market leading position over the last 10 years through software product innovation, and targeting both advisers and individuals. By creating a platform that's easy to integrate, the company has been able to draw in the adviser base in Australia which needs software solutions to manage their clients affairs.
Due to the company’s brand, software platform, and financial power, we expect the company to grow at double-digit figures organically, but also to consider acquisitions in the coming years.
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.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
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.
6 weeks
Once your business is prepared correctly, we take it to the market and identify potential buyers.
4 weeks
Once we have a buyer, we negotiate on your behalf to ensure you get a favourable outcome.
6 - 10 weeks
The diligence process is sensitive and needs to be handled correctly. We are experts at managing all stakeholders involved.
2 weeks
We ensure that the final stages of your sale go smoothly by overseeing the signing of documents cash flows.
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.
4 - 12 weeks
We help you identify problem areas in your business and ways to solve them. Preparing your business for sale.
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.
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.
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.
We have a meticulous process for all our clients. From preparing your business for sale to finding the right buyer, our process is comprehensive.
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.
We're experts in the financial services industry and we can help you sell your business.
