Double your Business Value
Our client, a reputable and successful national group, wishes to contact established Financial Planners and Investment/Risk Advisers who are contemplating selling their business in the next few years.
Practice values can be increased up to twice by means of an existing programme of re-engineering and succession planning including upside incentives.
In conjunction with our client we have developed a system that combines existing practice value with significant downstream value that is not otherwise normally available to small practices or individual advisers.
Initial inquiries may be made in confidence to Daniel Mintz at the contact details below. No details will be released without prior contact approval.
Business selling * Adding Value * Refinancing
Tel (04) 475 7897
P O Box 28-015
business@capitalvalue.co.nz
Business Capital Value©
Deal structuring packaging and negotiating
Equity and loan financing
Cash-flow & performance solutions
Fax (04) 475 8760
Wellington
www.CapitalValue.co.nz
Retiring Investment/Risk Advisers
Monday, September 13th 2004, 04:00PM
Tue, Mar 17th 2026 08:54AM
01
Sun, Feb 15th 2026 04:30PM
02
Thu, Feb 5th 2026 08:45AM
03
Thu, Dec 4th 2025 08:31AM
04