Retiring Investment/Risk Advisers

Monday, September 13th 2004, 04:00PM

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 Capital Value©
Deal structuring packaging and negotiating
Equity and loan financing
Cash-flow & performance solutions

Business selling * Adding Value * Refinancing

Tel (04) 475 7897
Fax (04) 475 8760

P O Box 28-015
Wellington

business@capitalvalue.co.nz
www.CapitalValue.co.nz


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