We Offer Loan Book Appraisals & Acquisitions
Financial Service assets like finance broking portfolios (loan books), planning and insurance annuities take time to build.
Rather than a generic process, we take time to structure outcomes that provide the appropriate succession plan for your customers. When you deal with MCP, you benefit from an approach that values know-how, flexibility and care.
Talk to us about a fair exchange and transparent process for the sale of your finance broking business or loan book.
Why Choose MCP To Guide You Forward
Loan Book Acquisitions – How We Guide You
We discuss your goals and objectives, including succession planning
You provide your Aggregator RCTI Commission Statements
We provide a written indicative appraisal– discuss questions
Mutually agree on price and terms
We provide a sales and assignment contract template (you can provide your own)
Both parties execute the agreement
Forward the agreement for aggregator approval
We exchange payment and any relevant business records
We roll out the acquisition and keep you connected as agreed
Two-part sale offers flexibility for owners
A transparent and performance-based solution
Nathan had been a mortgage broker for many years and needed an immediate exit from the industry for personal reasons. He wanted assurance that he would receive fair value for his trailing commission, and that his client base would be supported. Since Nathan was confident about the sustainability of his customer base, MCP negotiated a higher valuation on the basis that most of the total consideration was paid upfront, with the balance in 12 months with final consideration based on the performance of the loan book.
He also received a referral fee for all new mortgage introductions from his customer base where he provided initial assistance.