Finance Business for Sale in Australia
A finance business for sale may be a mortgage broker book, a bookkeeping or accounting practice, a financial planning firm, or a business that holds an Australian credit licence or an AFSL. Trail books are valued on recurring revenue, retention and how cleanly the client relationships transfer. Licence conditions do not move automatically with the sale, so confirm what must be approved again. Compare the live listings by state, then enquire free and ask for the trail report before you treat the asking price as the value.
Showing 1 to 20 of 30 businesses
Finance businesses by type
- Mortgage broker businesses for sale
- Accounting businesses for sale
- Bookkeeping businesses for sale
- Mortgage and financial services businesses for sale
Finance businesses by state
Frequently asked questions
Can a credit licence be transferred when you buy a finance business?
Not automatically. An ACL or AFSL is held on conditions set by the licensee and the regulator. Ask whether the licence stays, whether you must be appointed, and what approvals settlement depends on. Do not assume the licence is an asset that simply changes name.
How are mortgage trail books valued?
Buyers look at recurring trail, how long clients stay, and runoff after the owner leaves. Last year's profit is only part of the picture. Ask for a trail report, the aggregator, and which loans are likely to refinance soon.
Should I buy a franchise finance business or an independent practice?
A franchise can include a brand, systems and fees. An independent practice is the client book and the name. Compare the fee load with the trail you expect to keep, and ask what the franchisor must approve.
What should I check before I enquire on a finance business?
The licence, the trail or recurring fees, staff who hold the client relationship, and any restraint on the seller. Enquire free once those questions are on your list, and get the documents before you agree a price.