For adviser use only
Buying or selling a client register?
MLC Connect for Growth can make it easy
If you’re considering buying or selling a financial planning client register,
MLC Connect for Growth can help.
Transacting on the open market can be
complicated and time consuming, that’s
why most buyers and sellers choose to
deal directly with MLC.
It’s a convenient way to sell part of your
client book to re-shape your business for
growth. Or if you’re looking to exit the
industry, it’s an ideal succession solution.
As one of Australia’s most experienced
and largest buyers and sellers of client
books, we can take away the hassle and
manage the entire process for you, so you
feel confident knowing that we will get
the best possible outcome for you.
Benefits of buying your register
with MLC.
Why choose MLC to sell your
client register?
MLC Connect for Growth is a
cost-effective alternative way to selling
all or part of your client register on the
open market.
We will purchase your client register and
then manage the entire process for you,
saving you time, effort and minimising
business risk.
Benefits of selling your register
with MLC.
•
•
•
No brokerage fees or commissions
•
In-depth data analysis conducted by
MLC at no cost to you
•
MLC acts as an intermediary in any
negotiations
No legal fees
Contracts are prepared at no cost
to you
Buying a client register can help you set
up or grow your business and with MLC
Connect for Growth you’ll also receive
expert support throughout the entire
purchase process.
Seller
Asset
$ market rates
MLC offers:
•
A variety of client registers to
choose from
•
In-depth client base data prepared
by MLC
•
•
•
•
Access to NAB loan experts
•
The ability to source you own client
book and if we don’t have something
suitable, we’ll complete the
transaction for you.
Dedicated acquisition support
Asset
Buyer
Intermediated negotiations
Reduced risk because you buy
directly from MLC
For more information
Please contact Brett Sambrook
on 02 8908 6161 for a
confidential discussion, or email
[email protected]
Also visit:
mlc.com.au/connectforgrowth
This communication has been prepared by GWM Adviser Services Limited, a company within the National Australia Group and Australian
Financial Services Licensee ABN 96 002 071 749, AFSL 230692, registered office 105-153 Miller Street, North Sydney. You should, before acting
on this information, consider the appropriateness of this information having regard to your personal objectives, financial situation or needs.
We recommend obtaining financial advice specific to your situation before making any financial investment or insurance decision
MLC Limited ABN 90 000 000 402 AFSL 230694. Part of the National Australia Bank Group of Companies.
32742M0315
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