This is an opportunity to acquire a substantial financial planning business based on the Gold Coast, Queensland. The practice has an established client base, a recurring revenue profile and demonstrated earnings capacity, with indicative FY26(E) professional fees of approximately $2.6m and indicative normalised EBITDA of approximately $850k, based on unaudited and unverified information that requires purchaser validation. It should be highlighted that revenues are in decline, particularly in recent months, due to the distress nature of the business.

While the business is being presented in a distressed and receiver-controlled context, the underlying platform retains important commercial attributes: a large client population, platform-linked recurring revenue, experienced support resources, established operating systems and an existing authorised representative framework.

The opportunity is best suited to a capable, well-funded acquirer with strong AFSL governance, adviser capacity, client-service infrastructure and transaction execution capability. The strongest purchaser will be able to move quickly, validate the revenue base, stabilise client relationships, manage adviser transition, address consent and renewal requirements, and integrate the business into a disciplined compliance and operating environment.

Key diligence areas include (with limitation) client retention; adviser continuity; revenue transferability; platform concentration; staffing arrangements; service evidence; fee consent status; regulatory oversight and the practical transition of the business from its current receivership and management structure. Key execution risks include adviser concentration, with one key adviser (resigned June 2026) understood to have had exposure to more than 40% of client relationships and associated revenue, and the current fee-status profile, with only a minority of client accounts marked as fee-paying. Purchasers should assess client consent, service evidence, adviser reassignment and revenue transferability as priority diligence items.

For an astute purchaser, this opportunity represents more than a distressed acquisition. It is a platform opportunity with identifiable recovery, retention and growth levers. A structured transition program, proactive client engagement, strengthened compliance oversight and integration into a scaled advice platform may preserve existing earnings, improve revenue confidence, and unlock further upside.

Non-binding offers are invited from parties able to demonstrate funding certainty, regulatory capability, operational capacity and a credible plan to preserve client value while moving decisively through the sale process.