Trail Book Buyers is able to assist Mortgage Brokers & Financial Planners seeking to sell all or part of their client book. With qualified buyers nationwide we are able to assist with the sale of:
Importantly as we are not sales agents we do not charge you an commission or marketing fees for the sale of your practice.
The process for Mortgage Brokers and Financial Planners is very similar. The steps involved are:
For Mortgage Brokers in addition to a discussion to obtain some background information about you and your trail book we require the latest trail statement and one from 12 months ago for comparison.
For Financial Planners more detailed information is often required.
Trail Book Buyers are buyers and sellers of trail books, and not your employee or sellers agent. As such we are not licensed as a business agent.
We do not provide advice and act solely on our own behalf. Parties to the transaction are encouraged to obtain their own legal and financial advice in relation to the sale and/or purchase.