From www.professionalplanner.com.au: Demand for mergers and acquisitions in the financial planning sector remains high, with 20 to 30 potential buyers for each seller, indicating a seller’s market.

Major buyers include large firms and private equity groups who are increasingly sophisticated, while smaller firms face challenges in financing and experience.

Sellers predominantly comprise retirees and tired principals, with many seeking to mentor the next generation rather than fully exit the industry.