Forte Asset Solutions specialise in helping financial service business owners buy, sell and grow through M&A and consulting services.

M&A

We were the first Australian M&A specialist dedicated to the financial services industry and have been lead advisors in over 150 transactions. We pride ourselves on matchmaking culturally aligned buyers and sellers with 98% of our clients receiving full payment beyond the first initial instalment. 
We have a vast network of over 6000 subscribers and are highly regarded as public speakers and presenters at a variety of well-known industry conferences on the subject matters of valuation, M&A, succession, pricing and growth strategies. 

Licensing

Our specialist licensing division is dedicated to assisting advisers find appropriate licensing solutions for their business. 

Consulting

We have partnered with other like-minded service providers to service the needs of clients seeking practice improvement, business advisory servicing, finance, transition service, legal services and accounting especially in the area of CGT advice. Our consulting division is made up of industry subject matter experts who are all business owners focused on providing up to date information on their area of expertise and assisting financial services business owners to grow.

Forte Asset Solutions

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