Commercial Search

For many companies looking to acquire or merge with other practices and licensees, the most difficult component of the process is identifying the right firm to approach.

Godfrey Group’s unique search and referral service identifies businesses that meet the individual requirements of clients who are looking to extend their adviser practice numbers or merge with other licensees for succession planning purposes.

We focus on understanding our client’s needs, ascertaining the exact profile of the practice or licensee required.

Through our research capabilities, we are able to identify and facilitate the introduction of businesses that align with each client’s specific criteria.

Based on our comprehensive network in the Wealth Management industry, our knowledge of Financial Planning practices and licensees, as well as our understanding of human capital issues, our clients are guaranteed the best possible results.

Typical Assignments Include:

Australia/NZ expansion

ASX listed licencee acquiring

Institutions growing distribution and adviser numbers